Chase multiple logins stopped working

tribbiani

Not sure if this is a problem with Chase or with multiple logins (or both). One of my Chase accounts could not update and Quicken asked to reset the connection. That was the last time I was able to get this account connected.

Since then, the same routine: set up download, go to Chase, login (using my 2nd login), get success message, back to Quicken, get "Quicken couldn't find any accounts to add" message.

Anyone else have this problem?

Dushan

Quicken Anja

Hello @tribbiani,

I apologize for any inconvenience this issue may be causing.

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 Connect Services. However, I do recommend that you first save a backup file prior to performing these steps.

1. Navigate to the Quicken dropdown menu
2. Sign Out...
3. Sign back in using your Quicken ID (email) and password 
4. Follow the prompts to be taken back to your data file after signing in

Once that is done, see if the issue still persists.

Let us know how it goes!

tribbiani

Hi Anja!

Same error, unfortunately. Quicken launches Chase in a browser, I log in, approve access (the proper account is already checked), back to Quicken, and then "Quicken couldn't find any new accounts to add."

Quicken Anja

Thank you for following with the additional details, though I'm sorry that the issue continues to persist.

Next, I suggest removing the saved login credentials from the Keychain Access app, and then try reactivating the account(s). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below (if all your accounts under the same login in question are already disconnected, then please disregard the disconnect instructions and skip to step 4).

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution— under the same login, please repeat steps 1 through 3 for each account)
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > Add Account...
10. Use the search field at the top of the list to find and select your financial institution and click Continue
11. Follow the prompts to sign in using your login credentials associated with the financial institution
12. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let us know how it goes!

tribbiani

Hi Anja

Unfortunately, same result. One item to note is that there are no entries for Chase in Keychain Access.

Dushan

Quicken Kristina

Thank you for your reply,

Thank you for confirming that there was no stored information for Chase in Keychain Access. There shouldn't be anything saved there, since Chase no longer supports Direct Connect, but it's important to check, just in case old information is still being stored and potentially causing trouble.

Since you mentioned this is happening only when you try to add the accounts associated with the 2nd login ID, please confirm that you are using the Primary Accountholder's login information. If you login using Authorized User credentials, Quicken will not see any accounts to add due to permissions issues (Chase typically doesn't allow Authorized Users to connect accounts in 3rd party applications).

When you are connecting your accounts, does Quicken see all the accounts associated with both logins on the add/link screen? If it is, then it's possible that what's happening is the accounts are accidentally getting added under the wrong login, which could also cause the issue you're seeing. If that is what is happening, then you would be able to resolve the issue by selecting to ignore those accounts when connecting under the first login, then link them as appropriate when connecting under the second login.

I hope this helps!

tribbiani

Hiya!

Yup, when connecting with login A, I see account A & B in Quicken, and I link account A. When I then go to connect with login B, Quicken responds with no new account found. It is almost as if Quicken is using login A both times (even tho I login with login A the 1st time and login B the 2nd time).

Dushan

Quicken Kristina

Thank you for your reply,

When you're connecting account B in your Quicken, are you making sure to use the primary accountholder's credentials? Many financial institutions don't allow authorized users to share with 3rd party applications (like Quicken), which could cause the issue you're seeing.

Another possible cause of the issue is if Quicken thinks the account is still connected. To check for this, please go to Accounts>Hide and Show Accounts…, then look in the Financial Institution column next to the problem account. If there is a financial institution name there, then Quicken thinks the account is connected.

The account may also not be visible to Quicken if it's been flagged as dormant. Have there been any transactions in the problem account within the last 90 days?

If you're willing, would you please post a screenshot of the exact message you're seeing in Quicken when you're trying to add account B (please make sure to redact any personal information)? 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!

tribbiani

Both account A and account B are disconnected when I try to connect. I login to Chase using login A when trying to connect account A (on the Chase web site when Quicken opens it), and successfully connect account A. I then login to Chase using login B when trying to connect account B (on the Chase web site when Quicken opens it). That generates the error.

No issues with any accounts. Where would I see if Quicken labeled it as dormant?

Quicken Kristina

Thank you for your reply,

To clarify, Quicken doesn't label the account as dormant. If it's flagged as dormant, that's something that's happening on the financial institution side. The most common reason for this would be if there is no activity in the account (other than automatic activity like interest payments) for 90+ days.

Is the problem account a shared account? If so, are you making sure to use the primary accountholder's login information?

Thank you!