Can't Update American Express Accounts

craigtaz

I haven’t been able to update my American Express accounts for some time now. I called Quicken tech support last week and was told that it was a known issue and that it should be resolved within a few days. It has been over a week. When is Quicken going to resolve this issue??

Quicken Laura

Hi @craigtaz,

Thank you for reaching out. I completely understand how frustrating this situation can be. The team is actively working on it, though we don’t have a specific timeline for a fix just yet. In the meantime, you can bookmark the Community Alert for this issue to get notifications as soon as any updates are posted.

While we are still working on a permanent fix, as a workaround, you can try connecting your accounts using American Express – Delegate instead of the regular American Express option.

To do this, first deactivate all affected accounts and then reconnect them using American Express – Delegate.

Step 1: Deactivate all affected accounts

1. Select the Tools menu and select Account List...
2. In the Account List, select the account you want to deactivate, and then click Edit.
3. In the Account Details window, click the Online Services tab.
4. Click Deactivate next to the service you want to disable.
5. Click Yes to the message confirming if you want to disable this service. 
6. Repeat these steps for each affected account.
7. Log in to your bank’s website and revoke Quicken’s third-party access (if applicable).

Step 2: Reactivate and link the accounts

1. Go to Tools > Add Account.
2. Search for and select the Financial Institution.
3. If prompted, choose the appropriate connection method.
4. Follow the on-screen instructions to sign in.
5. When the list of found accounts appears, make sure to select Link to connect them to your existing accounts (do not choose Add, as that would create duplicates).

Please don’t hesitate to reach out if you have any additional questions or need further guidance!