Quicken won't link to all accounts at chase

RonaldB82

I have several credit cards, checking accounts and investment accounts at Chase. Also, because I have Power of Attorney for my children, their accounts are also linked to me, giving me a total of 13 accounts, with 8 of them belonging to me, that I need to manage in Quicken. However, when I attempt to link them to Quicken, it generally only gets 6 of them.

Occasionally, it may connect to all 8, but the next time I perform an account update, it will lose one or two of the accounts.

The updates worked fine till April of this year, when I opened a brokerage account with Chase, bringing the total to 8. I've been hoping a software update would address the issue, but for months, each time I update accounts, I am dealing with the reauthorization death spiral.

I tried to find a way to get Support from Quicken, but could not find a way to start a case. Very disappointing that I have to revert to a user forum.

[Edited - Readability]

Quicken Kristina

Hello @RonaldB82,

Thank you for reaching out! If you prefer contacting Quicken Support directly by phone or chat, here's the link to their contact information: https://www.quicken.com/support/search-opt . Phone support is ɑvɑilɑble from 5:00 ɑm PT to 5:00 pm PT, Mondɑy through Fridɑy. Chat support is ɑvɑilɑble from 5:00 ɑm PT to 5:00 pm PT, 7 days a week.

If you would like to troubleshoot with us on the Community, please provide more information:

• Are all 13 accounts under the same login credentials at Chase bank?
• When Quicken "loses" 1-2 accounts, what exactly happens?
  • Do you see any error messages/codes?
• Are any of these accounts connected in other Quicken files or Quicken products?
• Are you the primary account holder on all of the accounts?

I look forward to your response!