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Buggy reauthorization

Stevemd

I have been asked to reauthorize my accounts at both Fidelity and Chase in the past couple days. For both institutions, I have reauthorized all my accounts on the institution web site. In the acknowledgement, Quicken lists all the account numbers as reauthorized but for some reason does not connect some of those numbers to the actual Quicken account and so disables download for those accounts.

I then do an "Add Account" for that institution and again authorize all the accounts. This time, Quicken correctly links the online account to the existing Quicken account. For the Fidelity accounts, I then had to manually reset the money market accounts to be treated as cash.

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Windows

Comments

NotACPA

What browser do you use? I've found that if I switch from my customary Firefox to MS Edge, some things, like re-auth, go smother … and once I get that done I immediately switch my browser back to Firefox.

Some websites, for unknown reasons, just seem to be picky about what browsers they will work with.

Stevemd

I do use Firefox. But I don't see how the issue could be the browser. I successfully complete the reauthorization on the Fidelity/Chase web site and the Quicken app correctly lists all the account numbers that were reauthorized. It just doesn't seem to link some of them to the underlying Quicken account as part of the Reauthorization process (but does as part of the Add Account process).

Quicken Kristina

Hello @Stevemd,

Thank you for sharing your experience! To clarify, at what point in the process are you encountering issues. You mentioned you successfully authorize, but Quicken doesn't connect some of them. Do you mean that they're not getting linked to the correct nickname in Quicken? Are they being added as new instead of linked to the existing? If not, what exactly is happening?

I look forward to your reply!