why does trying to add a investment account to update cause a hang-up after enabling on broker site?

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Chitra
Chitra Member ✭
edited February 2023 in Download, Add/Update Accounts (Windows)
Hi All,
I am trying to get Quicken to download my investment transactions from my Chase investment account. I go through the whole process of enabling the transfer when Quicken takes me to the Chase website. It says all is approved, but then Quicken says that the connection sign in failed. I tried this repeatedly. Very frustrating and I am tired!!
Why does this have to be so difficult?

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    There are always issues at the start of every year. Stop pulling your hair out and try again tomorrow.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • Chitra
    Chitra Member ✭
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    Does Quicken get a hangover at the start of the year? ;-)
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    edited January 2023
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    Chitra said:
    Does Quicken get a hangover at the start of the year? ;-)
    Yep, every year. We have tried to get Quicken into AA (Applications Anonymous), but it won't go.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

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