Quicken Classic not recognizing multiple accounts from same bank

Hello All,

Just checking in, are you still experiencing this issue?

Hello @Shellmom and @jtc_7,

Thanks for joining this thread! Would you mind providing answers to all the questions in my previous post?

This will help me better understand the situation and provide some troubleshooting steps.

I appreciate it!

Hello @jtc_7,

Thanks for the detailed followup!

I appreciate you confirming that you're using multiple logins at the same bank and that the connection method is Express Web Connect+. That’s helpful context.

A few clarifications:

1. "Fix It" Prompt:
   You would typically see this if an account error is detected during One Step Update—especially when Quicken notices a discrepancy between the accounts reported by the bank and what’s currently in your file. If it's not showing, that's okay—it sounds like you're manually managing connections for now.
2. Alternating Logins to Update:
   What you described—deactivating and reactivating accounts one login at a time—is currently the only known workaround when managing multiple logins at the same institution using EWC+.
3. Check Mobile/Web Linking:
   To check if accounts are linked to Quicken Mobile or Web:
   • Go to Edit > Preferences > Mobile & Web
   • You’ll see a list of accounts that are enabled. Try temporarily disabling sync for those accounts to test whether that changes the behavior during update.

I hope this helps!

Thank you for joining this thread.

I am happy to hear that the issue resolved itself.

Please reach back out if it returns, thanks!

Hello @rwaugh,

Thanks for chiming in—sounds like you’ve been dealing with a lot lately. Can I ask a few questions to help clarify where things are breaking down?

• For Chase and Citi, are the accounts under separate logins still listed in your file, or did they disappear completely after a recent update?
• When you try to reconnect them, are you getting an error—or is Quicken just not showing the accounts to link?
• On the Vanguard side, are all accounts showing only summary data, or are some still downloading detail? (e.g., individual holdings, dividends, etc.)
• Did any of this start happening after a recent Quicken update or only after reauthenticating with the new EWC+ flow?

Let me know what you’re seeing—I’d really like to help troubleshoot further.

Hello @adzurka,

Thank you for letting us know you're encountering an issue. So that we can better assist, please provide more information. Which financial institution(s) is this issue happening with? Is this happening with financial institutions where you have more than one set of login credentials? If so, does connecting one set of credentials cause the accounts with the other set of credentials to disconnect? What exact error messages/codes are you seeing? If possible, please include a screenshot of the errors you are seeing (with any personal information redacted). If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your response!

Hello @DmodeMD,

Thank you for sharing your experience. If I understand the issue correctly, you have 2 sets of login credentials with Chase, 1 for your accounts, and 1 for your wife's accounts. Connecting accounts under 1 login causes a CC-800 error for the other login.

You mentioned that even with the error showing, you're able to update your wife's accounts by doing the Update Now directly from the account. When you do that, is it prompting you to authorize/reauthorize or reconnect the accounts? Does it cause any problems with your accounts when you update hers this way?

Are you authorized users on each other's accounts? If you are, then one thing that may be causing this is if the accounts are accidentally getting reconnected under the wrong set of credentials (which would cause them to have authorized user permissions instead of primary account holder permissions, and could cause the issue you describe).

There is currently a known issue with CC-800 errors. If you haven't already done so, I recommend that you backup your Quicken file and follow the steps detailed in this alert:

1.    Deactivate all accounts linked to the affected financial institution. For steps on how to deactivate, please visit the "To Deactivate an Account" portion of this support article.

2.    Verify if any hidden accounts remain connected and deactivate them.

3.    Completely quit and close Quicken.

4.    Reopen Quicken and use Add Account to reconnect the accounts.

Do not use the “Fix It” or “Reset Connection” options, as these do not properly reset the token.

I look forward to your response!