American Express - Connection Errors

System

This discussion was created from comments split from: One of my Charles Schwab investment accounts has stopped updating. Now I get an error message..

btrask3

Transaction download HANDSHACK between multiple American Express Accounts are not working (NO TRANSACTIONS DOWNLOAD)

WHEN REAUTHORIZING THE ACCOUNT I GET A 'IM LOST MESSAGE' FROM THE HANDSHAKE.

I chatted with American Express… they say its the Quicken Software.

It seems like two major companies, like American Express AND Quicken would have a dedicated team to FIX problems associated with Tranaction download Handshakes.

But NO, I and many clients like me are left to fend for ourselves…. best AX could offer was to suggest downloading a CSV file to then enter into Quicken….

Thanks Quicken… thanks AX….

Quicken Carlos

Hi @btrask3,

To better understand why this is failing, I have a couple of questions:

• Could you please share a screenshot of the error you’re seeing?
• When did the issue start?

If you haven’t tried this yet, I recommend deactivating the affected accounts. Here’s how:

To deactivate an account:

• Select the account to open its register.
• Click the Settings gear icon in the lower right corner.

• Go to the Downloads tab.
• Click Disconnect Account.

• Click Done.
• Quit Quicken.

After that, I suggest revoking Quicken’s access to your American Express account on their website.

While we can provide general instructions, websites may vary.

• Sign in to your American Express account.
• Navigate to Account Services (or Profile & Settings).
• Look for sections like:
• Security & Privacy
• Connected Apps
• Third-Party Access or Data Sharing
• Locate Quicken in the list of authorized apps.
• Click Remove Access, Revoke, or Disconnect, and confirm.

To reactivate your accounts:

• Select the account to open its register.
• Click the Settings gear icon in the lower right corner.
• Go to the Downloads tab.
• Click Connect Account...
• Search for and select your financial institution.
• Click Continue and follow the prompts.
• When prompted, choose Link and carefully link to your existing Quicken account(s).
• Click Continue.

Let me know how it goes. I’ll be waiting for your reply!

Quicken Carlos

Hi @btrask3,

I just wanted to follow up since I haven’t heard back from you. I’m checking in to see if you still need assistance.