Chase disconnected

DPW-CT

keep on getting a loop where it asked me to set up Chase accounts again See error message. How can this be solved?

Quicken Jasmine

Hello @DPW-CT,

It sounds like this may be a token issue. To resolve it, I recommend deactivating all Chase accounts, unlinking them from Quicken on the Chase website, and then re-adding them in Quicken. Follow these steps in order:

Step 1: Deactivate Chase Accounts in Quicken

1. Go to Accounts > Hide and Show Accounts and ensure no Chase accounts are hidden.
2. Open each Chase account register.
3. Click the Settings gear in the bottom-right corner.
4. Navigate to the Downloads tab and select Disconnect Account (repeat for each Chase account).
   
5. Quit Quicken.

Step 2: Remove Chase Credentials from Keychain

1. Open Spotlight (small magnifying glass in the top-right corner).
   
2. Search for Keychain Access and open the app.
3. On the left panel, select Login, then choose Passwords at the top.
4. Search for Chase and delete any entries that say "Quicken password for [your Chase username] at Chase".
5. Quit Keychain Access.

Step 3: Unlink Chase from Quicken on the Chase Website

1. Log into your Chase account online.
2. Click on the menu bar in the top left corner.
3. Go to Security & Privacy.
4. Click on Linked Apps & Websites.
5. Find and select Quicken, then click Stop Sharing Data.

Step 4: Re-add Chase Accounts in Quicken

1. Reopen Quicken.
2. Go to Accounts > Add Account.
3. Use the search field to find and select Chase, then click Continue.
4. Follow the prompts to sign in using your Chase login credentials.
5. If Quicken finds your accounts, use the dropdown menus to link them to the correct accounts in Quicken.

Once you’ve completed these steps, let me know if you're still experiencing issues. Hope this helps!