Multiple sign ins for Chase accounts

tamistl

I have several accounts with Chase, one of which has a different login because it has a different primary account holder. This wasn't an issue with updating transactions until recently. Now it won't let me download all of the accounts and has the "fix it" symbol next to one or more of our accounts in the account list. When we log in to re-activate one of them, the others get the symbol. Is there a way around this other than manually downloading the updated transactions from their website?

Quicken Laura

Hi @tamistl,

Thank you for reaching out. I’d be happy to help troubleshoot this issue.

From our end, I can see that multiple accounts are returning the same error, including Wells Fargo, PNC Bank (Web Connect), U.S. Bank Internet Banking, Victoria’s Secret Credit Card, and Chase. When the same error occurs across more than one financial institution, the best approach is to refresh the connections by deactivating and reactivating the affected accounts.

Please follow the steps below:

Deactivate accounts

1. Select Tools > Account List
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Select Edit on each account with this error and select the Online Services tab.
4. Click Deactivate.
5. Click Yes to the message confirming if you want ot disable this service.
6. When finished, close the Account List.
7. Revoke Quicken’s third-party access from your account on the Financial Institutions website (some FIs don't have the option available, and that's okay; you can skip this step with those accounts).

Reactivate account:

1. Go to Tools > Add Account.
2. Search for and select your financial institution.
3. If prompted, choose the appropriate connection method.
4. Follow the on-screen instructions.
5. When the list of found accounts appears, be sure to select Link to connect them to your existing accounts (do not add duplicates).

Once completed, please let me know how it goes or if the issue persists. I’ll be glad to assist further if needed.