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American Express - Connection Errors

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

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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.

Quicken Carlos

Hi @btrask3,

Hello again, checking in once more before this thread gets closed. If you need assistance, let us know.