American Express Credit cards for two accounts.

Question

Long time quicken windows user.  Version  R58.9  Build  27.1.58.9   I have three AM Ex Cards and my wife has two, with different log ins and passwords of course .  In the last two months maybe since the last update , not sure about exact start I not been unable to download  both sets of transactions at the same time   I have to deactivate and reactivate for each separately but doing this over and over is very annoying  When I reactivate my accounts I get message of reach of my wife's account and vice versa when I reactivate her accounts.   I have  done this over and over. ON the Am Ex side I have revoked authorization for each account and started over again. Need help on what to do next.

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Jay Berman · Answer

Anyone else have any ideas how to solve this problem?  these are 5 separate accounts with three for me and two for my wife.  they are not additional card holders.    on the am ex website I can log in and see my three accounts and my wife can log in and see her two accounts .   OSU has worked fine for many years including the change to the new connection method.  Until about a month ago.   Now I have to deactivate each  set of accounts every time I use as only one will download at a time .

Jay Berman · Answer

these are not additional cards.  they are all primary cardholders   three accounts for me and two for my wife.

jtemplin · Answer

I'm not quite sure how your cards are set up based on your comments. Any AMEX card may have it's own login account on the AMEX website. But the key is how the cards themselves are related to each other.

My post describes how to set up Quicken accounts when your cards have a primary card holder and what AMEX calls "additional card holders" on that primary card. The cards are related to each other (one way to tell: your primary card statement includes all the transactions from the additional card holders).

Contrast this to cards that are not related to any other card but exist as a primary on their own.

Pulling this together:

Primary cards in Quicken need to be set up using the financial institution "American Express"

Any additional cards on a primary card need to be set up using the financial institution "American Express - Delegate"