Quicken Classic not recognizing multiple accounts from same bank
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_2, 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 ?!!
[Edited - Removed Personal Information]
Answers
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ANYONE ELSE having this issue, like support rep reported?
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ALSO, forgot to add the other account "NOT FOUND" like the other one.
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I'm having the same issue with a different bank. Did you get any resolution?
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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.
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I started having the same exact issue this week with Our BOA accounts and AMEX credit cards.
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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
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Hello All,
Just checking in, are you still experiencing this issue?
-Quicken Jasmine
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Just checking in once more, please let me know!
-Quicken Jasmine
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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.
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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?
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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!
-Quicken Jasmine
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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?
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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:
- "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. - 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+. - 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!
-Quicken Jasmine
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I had this problem for the last couple of days (2 chase accounts and would only handle 1). Then it suddenly fixed itself after resetting each account several times. Seems ok now.
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Thank you for joining this thread.
I am happy to hear that the issue resolved itself.
Please reach back out if it returns, thanks!
-Quicken Jasmine
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I am having the same problem (just started 6/11/25). I have multiple accounts at Citi and also at Chase where they are on multiple logins. With Chase that cannot be changed at the bank level, even for joint accounts where they will only show up under the primary person's login (I have tried). Same with Citi that handles Costco differently from other credit cards. Basically, it is quite common to have multiple logins at a single bank. I have been using Quicken since the mid-1990's with no problem. Why is this now a problem. Combine with with the Vanguard issue where it only downloads summary level and not detail level and this is becoming a big headache. Basically in the last 6 months my perfectly working downloads is a complete mess. When is Quicken going to fix this stuff. It's almost like they want to encourage 30+ year customers to go somewhere else.
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Hello @rwaugh,
Thanks for chiming in—sounds like you’ve been dealing with a lot lately. Can I ask a few questions to help clarify where things are breaking down?
- For Chase and Citi, are the accounts under separate logins still listed in your file, or did they disappear completely after a recent update?
- When you try to reconnect them, are you getting an error—or is Quicken just not showing the accounts to link?
- On the Vanguard side, are all accounts showing only summary data, or are some still downloading detail? (e.g., individual holdings, dividends, etc.)
- Did any of this start happening after a recent Quicken update or only after reauthenticating with the new EWC+ flow?
Let me know what you’re seeing—I’d really like to help troubleshoot further.
-Quicken Jasmine
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Started having the same issue today. Help!
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Hello @adzurka,
Thank you for letting us know you're encountering an issue. So that we can better assist, please provide more information. Which financial institution(s) is this issue happening with? Is this happening with financial institutions where you have more than one set of login credentials? If so, does connecting one set of credentials cause the accounts with the other set of credentials to disconnect? What exact error messages/codes are you seeing? If possible, please include a screenshot of the errors you are seeing (with any personal information redacted). 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.
I look forward to your response!
Quicken Kristina
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I also am having the same problem with Chase accounts that started suddenly around the same time as everyone else above. It was working fine for years with the two sets of credentials.
I have two sets of credentials, one for me and one for my wife.
Some accounts are only accessible by my credentials, two by my wife only, and two are joint.
I am able to get all my accounts and joint accounts to work fine by using my credentials but now it shows the red icon next to my wife's two accounts and the CC-800 error on every one step update. However, I can do an individual account Update Now on her accounts without trouble.
The Fix It or Reset Account function on her accounts leads to the Fix It state on all my accounts. I then have to go and Reset each one of those accounts individually and each time it blocks out my wife's accounts.
Previously, Quicken was showing the two different credentials in the One Step update list but now it only shows one for Chase. It is no longer attempting to update my wife's accounts
I do notice when I reset my accounts, it is in the very last step of the process that it marks off my wife's accounts as blocked.
It appears to me that the fault is:
- Marking my wife's accounts as blocked/deleted when the online update works fine when done via Update Now from the account. (The last validation step in the Reactivate Account / Fix It)
- No longer including the 2nd credentials for those accounts in the one step update that need to be processed with Chase.
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Hello @DmodeMD,
Thank you for sharing your experience. If I understand the issue correctly, you have 2 sets of login credentials with Chase, 1 for your accounts, and 1 for your wife's accounts. Connecting accounts under 1 login causes a CC-800 error for the other login.
You mentioned that even with the error showing, you're able to update your wife's accounts by doing the Update Now directly from the account. When you do that, is it prompting you to authorize/reauthorize or reconnect the accounts? Does it cause any problems with your accounts when you update hers this way?
Are you authorized users on each other's accounts? If you are, then one thing that may be causing this is if the accounts are accidentally getting reconnected under the wrong set of credentials (which would cause them to have authorized user permissions instead of primary account holder permissions, and could cause the issue you describe).
There is currently a known issue with CC-800 errors. If you haven't already done so, I recommend that you backup your Quicken file and follow the steps detailed in this alert:
1. Deactivate all accounts linked to the affected financial institution. For steps on how to deactivate, please visit the "To Deactivate an Account" portion of this support article.
2. Verify if any hidden accounts remain connected and deactivate them.
3. Completely quit and close Quicken.
4. Reopen Quicken and use Add Account to reconnect the accounts.
Do not use the “Fix It” or “Reset Connection” options, as these do not properly reset the token.
I look forward to your response!
Quicken Kristina
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>When you do that, is it prompting you to authorize/reauthorize or reconnect the accounts? Does it cause any problems with your accounts when you update hers this way?
No issues, no prompt. It appears to update just fine with no errors but there are no new transactions so hard to say for sure if all is well. I cannot be sure which credentials it is using. I used to have two different sets of credentials saved with different names. They had different entries on the One Step summary but now they are gone. One day a few weeks ago, Quicken suddenly threw CC-800 errors (just for Chase) and forced me to reset all Chase accounts which caused this issue.
>Are you authorized users on each other's accounts?
At first, not all. So I added myself as an authorized user on my wife's accounts. This did not improve the behavior in Quicken so I contacted Chase and they told me that as an authorized user, I will still not have electronic access to my wife's owned accounts through my credentials. This also applies to their website and their app.
I am not keen on resetting every account in Quicken. I have already done all Chase accounts several times already and am tired of doing that.
It appears to me that Quicken made a change recently forcing one set of credentials per financial institution which is not practical since many people need to have separate credentials for different sets of accounts.
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Thank you for providing more information.
We completely understand your frustration regarding these issues. If you do end up wanting to give those instructions a try, please come back and update us so we can continue troubleshooting if necessary!
Thanks again!
-Quicken Jasmine
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Please let me know what the product team says on the diagnosis on this issue and how we should set up multiple sets of credentials for the same institution.
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@Quicken Jasmine Ok, I followed the instructions above and the same loop mess occurred again. I will elaborate even further:
- Deactivated all Chase accounts, closed Quicken, re-opened.
- Re-activated (via Set up Online Services / Add Account) one of my Chase accounts which then allowed me to link all accounts for my login.
- Re-activated one of my wife's accounts with her login credentials. She has access to 4 accounts, 2 joint, 2 of hers (with me as authorized user only but per Chase, I do not have online access).
- This re-activated her accounts and joint accounts successfully but then at the very end, it de-activated all my accounts.
- When I tried to re-activate one of my accounts, only 3 accounts were able to be re-activated. The others show as "Don't add to Quicken" with no ability to change.
- However, the others appear to still be activated. My wife's accounts (Rachel) are now shown as de-activated.
This message repeated for all of my accounts after I confirmed to activate her accounts:
This is what was shown after it completed. See new red de-activated icons.
This is what was shown when I attempted to re-activate the first of my accounts (Chase Sapphire Reserve):
Let me know if you need me to do any more debugging.
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Why does that de-activation process on other accounts need to occur at the end of the activation process for the first set of accounts? If it just left the other accounts alone, all would be well. In fact, as I pointed out earlier, they still work if you do Update Now at the account level. They are just excluded from One Step and continue to give nagging errors. This is all new to me starting a few weeks ago.
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Back again. It worked for 2 days then the same problem recurred. When it was working my update settings showed 2 Chase accounts. Then it stopped and gave the same error messages. When I deactivate one account and then set it back up it deletes the other account saying it cannot be found at Chase. This all started a few weeks ago when all of my bank/credit card accounts got messed up the same way and I had to reactivate or readd them all. I have 3 different sets of 2 cards at bank and am not having problems with the others - just Chase accounts. Please get this fixed. I pay for this service and do not want to be spending time every day manually checking individual accounts or deleting and readding them.
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Yup. Fixing one set of accounts breaks the other, and vice versa.
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I've been a Quicken client for a few aggregating years and it's clear I need to stop wasting my money on a tool that only works for a few months at a time. It stopped working for me in early May - one day it just stopped connecting to Regions Bank and thus would no longer update my accounts. We were away for three weeks so I didn't feel much pain about not having a tool to budget and track expenses. Got home and tried multiple times at the end of May to get it working and actually got accounts updated two or three times (full of errors). On June 6 it stopped updating and has been useless since then.
Today I tried to resolve the problem with the connection of my accounts with Regions. Following Quicken Help instructions I deactivated each account and tried to reconnect each to Regions (Direct Connect) and I still get the 501 and 800 codes and no data from my bank. Then I read the above posts and it looks like plenty of others have the same problem and Quicken can't fix it. If they can't keep the product working we should be credited for a portion of our annual renewal fee. I paid for a working tool and this is what I, and many of you, get. Someone needs to sue the company for breach of contract!
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I think it is important to put this specific issue up on the support front page as a known issue so others are not spending all this time debugging as we have had to. I looked there first to get guidance and did not find this issue. I would imagine this affects many more people than have found this thread to report it.
Oh, another problem to watch out for: once Quicken re-activates my online access, I am finding that it is mucking around with some of my opening balances from many years back which throws off the current balance to be incorrect. Everyone, make sure to go back and check the opening balance and reset it back to 0 if it is showing the value of the current balance error difference.
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