Can I have 2 separate checking accounts and savings accounts from the same bank on Quicken?

Question

MacBook Air.

Opened a new checking & savings account for our trust on 7/27/26.  Chase has allowed all accounts linked to Quicken, but the new accounts aren’t showing up after download. No errors. They just aren’t there.

[Edited - Readability]

Quicken Laura · Answer

Hi @DNic,

Just checking in; we haven't heard back from you in a while.

Do you still need assistance?

Thank you!

The Keeper · Answer

Yes, you can maintain two separate checking and savings accounts from Chase within Quicken but is a tricky and somewhat complicated process depending on your comfort level with making the necessary changes in Quicken.  The behavior you are experiencing is a known Quicken trait with banks like Chase that use Express Web Connect+ (EWC+). Because an online data-sharing agreement already exists between Quicken and Chase for your profile, so running a standard "One Step Update" or downloading data will only check for transactions on accounts that are already established inside Quicken. It will not spontaneously trigger the creation of new account registers.

Step-by-Step Fix to Uncover the Trust Accounts

To force Quicken to look for the newly opened trust accounts, you must force a re-authorization through Chase's web portal.

1. Deactivate Online Services for Your Current Chase Accounts [1]Before proceeding, you must temporarily sever the active connection for your existing Chase accounts so Quicken is forced to completely rebuild the link. [1]

* Go to Tools > Account List. 
* Check the "Show Hidden Accounts" box at the bottom left to ensure no old profiles interfere. 
* Click Edit next to your first existing Chase account
* Select the Online Services tab and click Deactivate. 
* Repeat this deactivation step for all currently listed Chase checking, savings, or credit card accounts.

2. Re-establish the Connection via "Add Account" [1]

* Go to the top menu bar and select Tools > Add Account.
* Search for Chase and click "Next."
* Quicken will launch a secure window directing you to log into the Chase Online Banking Portal.
* Log in using your credentials.
* Crucial Step: Chase will display a list of all your eligible accounts. You must check the boxes next to all accounts—including your original checking/savings and your new trust account. Missing a checkbox will hide that account from Quicken.
* Authorize the access and return to the Quicken application screen.

3. Match and Map the Accounts Carefully Quicken should display an "Accounts Discovered" screen. You must map them with extreme care to avoid disrupting your existing financial history:

* For your existing checking and savings accounts: Change the action dropdown from "Add" to Link to an existing account and pick the corresponding current register.
* For the new trust checking and savings accounts: Ensure the action dropdown is set to Add to Quicken (as a new account).
* Click Finish.

Key Blind Spots to Keep in Mind

* Accidental Merging: If you missed the mapping screen, Quicken may have accidentally merged the new trust accounts into your existing registers. Open your current checking account register and check if the Opening Balance line matches your expectations or if there are unexpected duplicate transactions.
* Distinct Login Credentials: If your Chase Trust accounts require a completely different online user ID and password than your personal accounts, you must repeat the Tools > Add Account process utilizing those specific credentials

Quicken Laura · Answer

Hi @DNic,

Thank you for reaching out. Just to clarify what you’re seeing: it sounds like the new Chase checking and savings accounts have not yet appeared as available accounts to add in Quicken, rather than that they were added to Quicken and are missing from an update.

When you connected Chase and allowed Quicken access, did Quicken show those new accounts as available to link/add, or are they completely absent from the list of accounts returned by Chase?

If they are not appearing at all, it may be that Chase has not yet made the new accounts available through its Quicken connection, even though online access has been enabled. Since the accounts were opened very recently (7/27), it may be worth confirming with Chase that the accounts are enabled for Quicken/third-party aggregation and waiting for the connection data to refresh.

Let me know what you see during the Add Account process, especially whether the new accounts appear in the list or not.