Quicken Connect - Works for 3 of 4 AMEX accounts, All same login...

Fallon4204

Anyone else having issues with connecting to all accounts in AMEX.

I have four savings accounts, all with the same login. When connect and downloading, it allows me to authorize all four but when it does the final connect and download it acts like the fourth account doesn't exist????

Quicken Alyssa

Hello @Fallon4204,

Thank you for sharing your experience.

I think we should try completely severing the connection and then reestablishing it.

To do this:

1. Save a Backup. Steps can be found in this article if needed.

2. Disconnect ALL AMEX accounts in Quicken. Here are the steps on how to do that.

3. Revoke Quickens Third-Party Access from the AMEX website.

4. Add accounts back into Quicken

Once back in Quicken, you will want to make sure you choose the "LINK to existing" option for any of the accounts that were already in Quicken.

Let me know if this resolves the issue.

Fallon4204

HI Alyssa.

Ive tried these steps twice now with no resolve.

Quicken Alyssa

@Fallon4204,

Thank you for following up, though I am sorry to hear those steps didn't resolve the issue.

I have some follow-up questions for you.

• When you say Quicken acts like the fourth account doesn't exist, what exactly do you mean by that?
  • The account doesn't show up in the list once you are redirected to Quicken?
  • The account is in the list, but shows "Don't add to Quicken"
  • The account shows up, allows you to link, but no transactions download into the account?

The more information you can provide, the better.

Additionally, screenshots of what you are seeing could be helpful. 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!

UKR

If you're still stuck with only 3 of 4 Amex accounts connected for downloading, please try adding the 4th account using American Express - Delegate as the Financial Institution Name (Tools / Add Account, type "american express" in the search box). When logged on and account is found, LINK that account to your already existing Quicken account register.

(I saw this advice in a recent discussion)

Yainey

I have exactly this problem - 4 Amex accounts, same login, I'd authorize all 4, but only 3 would effectively link. The delegate option worked- thanks!

Quicken Alyssa

Hello @Yainey,

Thank you for adding to this discussion and letting us know @UKR's suggestion resolved your issue.

@Fallon4204,

Were you able to get this resolved, or do you still need help?

Let us know if help is needed!