Quicken Classic not recognizing multiple accounts from same bank

YoYoDaddyO

Quicken Classic has STOPPED RECOGNIZING MULTIPLE ACCOUNTS from same institution!

Starting yesterday, 4-30-25, Quicken (now not recognizing multiple INSTALLED & WORKING accounts from same banks (Chase, Citi & Wells Fargo) and instructs deleting ALL additional accounts from that bank. I have tried the "Fix" button to EACH of the affected accounts, but that only enables that account and instructs to delete all others again!

Just spoke to Quicken Support (that's a joke!) and was told "… it happens a lot in Quicken" and then instructed to make a new copy of the BAD Quicken file, open the new file, and then go through the process of connecting each/EVERY account again for online access… EVEN THE UNAFFECTED ACCOUNTS! What kind of "fix" is that??!! TOTALLY USELESS! How about FIX QUICKEN?!!

Three (3) BoA accounts listed in Quicken and working perfectly fine 2 days ago (see Pic1).

After trying to "Fix" BoA_2123, I get this screen:

The next screen shows the results where ALL other accounts (only one in this case) at that same institution get deleted! (see Pic 2).

How about let's GET QUICKEN FIXED ?!!

YoYoDaddyO

ANYONE ELSE having this issue, like support rep reported?

YoYoDaddyO

ALSO, forgot to add the other account "NOT FOUND" like the other one.

sglass

I'm having the same issue with a different bank. Did you get any resolution?

QuickenSince2002

I'm having the exact same issue with Chase accounts. Quicken now can't utilize Multiple user logins to the same bank. I have to alternate "fixing" the logins to download from each Chase Profile.

Let's get this fixed Quicken Team.

singht1125

I started having the same exact issue this week with Our BOA accounts and AMEX credit cards.

Quicken Jasmine

Hello all,

Thank you for joining this thread and sharing the issue that you are experiencing.

I would like to ask a few questions for further clarification:

Are you using multiple login credentials for the same bank, or are all accounts under a single login? When you click “Fix It,” is Quicken showing the other accounts as unlinked, or does it prompt you to delete them immediately?

Have you noticed any recent changes from the bank—new login process, MFA, or connection type update?When you go to Tools > Account List, do all accounts from the bank still show a connection method, or have some reverted to manual? Have you checked whether these accounts appear correctly when you try to link them using Add Account instead of Fix It? Are any of these affected accounts linked to Quicken Mobile or Web?

Let me know and we’ll go from there.

Quicken Jasmine

Hello All,

Just checking in, are you still experiencing this issue?

Quicken Jasmine

Just checking in once more, please let me know!

Shellmom

This is also happening to me, I have 5 accounts at the same bank under my login, and it will only update the newest one. I have reset the accounts, deactivated and reactivated but it is not actually downloading the transactions since 04/02/2024. I then went to my bank, changed the password and updated all the passwords again and reset the accounts again. We have 5 other accounts under a different login, and all of those processed fine.

When you try to update individually, the "update now" button is greyed out.

When you reset the account it says it has downloaded transactions from the last 1479 days, but no new transactions appear in the accounts. I know that at the minimum I would have the interest earned at the end of April and May, but one is my primary checking which I use all the time.

this all started after Quicken switched to the new aggregation platform.

jtc_7

The same thing is happening to me. It says download complete, but no transactions are showing. This is with Chase bank, where we have 2 logins. It works for one, but not the other. Does anyone know if this is answered somewhere else?

Quicken Jasmine

https://community.quicken.com/discussion/comment/20492015#Comment_20492015

Hello @Shellmom and @jtc_7,

Thanks for joining this thread! Would you mind providing answers to all the questions in my previous post?

This will help me better understand the situation and provide some troubleshooting steps.

I appreciate it!

jtc_7

We have multiple logins at the same bank (Chase) for multiple credit card and bank accounts. Some are showing under one name, some are showing under the other name, and some are showing in both. When I try to update through Quicken, it will not update the accounts that are not under the latest login (the one I last activated with one login name). I noticed that someone else said they had to change the password and log in with a different name alternately, to update them all. This seems to work if I deactivate and reactivate an account under each login name, which updates some of the accounts, without changing my password. But it's still quite a hassle.

Under the account list, all are listed with "Yes (Express Web Connect+).

I'm not sure at this point how to get to the point of it asking to "Fix-it".

How would I find out if they are linked to mobile or the web?

Quicken Jasmine

Hello @jtc_7,

Thanks for the detailed followup!

I appreciate you confirming that you're using multiple logins at the same bank and that the connection method is Express Web Connect+. That’s helpful context.

A few clarifications:

1. "Fix It" Prompt:
   You would typically see this if an account error is detected during One Step Update—especially when Quicken notices a discrepancy between the accounts reported by the bank and what’s currently in your file. If it's not showing, that's okay—it sounds like you're manually managing connections for now.
2. Alternating Logins to Update:
   What you described—deactivating and reactivating accounts one login at a time—is currently the only known workaround when managing multiple logins at the same institution using EWC+.
3. Check Mobile/Web Linking:
   To check if accounts are linked to Quicken Mobile or Web:
   • Go to Edit > Preferences > Mobile & Web
   • You’ll see a list of accounts that are enabled. Try temporarily disabling sync for those accounts to test whether that changes the behavior during update.

I hope this helps!