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New Chase Bank Accounts not connecting to Quicken

Evan1

I opened 2 new Chase bank accounts and when I try to add them to my PC based Quicken, they do not come through. They authorize on the Chase side and when the screen returns to Quicken, it just says "Connection Time out".

I changed default browser from Chrome to Edge with the same result. Next I did the same thing with adding my Chase credit card. The credit card came through fine, but no bank accounts.

No error code is being displayed.

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Windows

Comments

Quicken Anja

Hello @Evan1,

I apologize for the issue you are experiencing.

Could you please provide a screenshot of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

Evan1

Screenshot 1, Chase & Quicken validate that the bank accounts are authorized. Then it goes back to quicken for Screenshot 2. This is where Quicken will either only see the Chase Sapphire credit card or if that is not selected, it will say it timed out / connection error.

Screenshot1.png

Screenshot2.jpg

Quicken Anja

Thank you for the additional information and screenshots.

To start with, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

Navigate to Edit
Preferences...
Quicken ID & Cloud accounts
Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
Follow the prompts to Sign Out
Sign back in using your Quicken ID (email) and password

Let us know how it goes!

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