Quicken Connect - Works for 3 of 4 AMEX accounts, All same login...

Fallon4204
Fallon4204 Quicken Mac Subscription Member

Anyone else having issues with connecting to all accounts in AMEX.

I have four savings accounts, all with the same login. When connect and downloading, it allows me to authorize all four but when it does the final connect and download it acts like the fourth account doesn't exist????

Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Fallon4204,

    Thank you for sharing your experience.

    I think we should try completely severing the connection and then reestablishing it.

    To do this:

    1. Save a Backup. Steps can be found in this article if needed.

    2. Disconnect ALL AMEX accounts in Quicken. Here are the steps on how to do that.

    3. Revoke Quickens Third-Party Access from the AMEX website.

    4. Add accounts back into Quicken

    Once back in Quicken, you will want to make sure you choose the "LINK to existing" option for any of the accounts that were already in Quicken.

    Let me know if this resolves the issue.

    Quicken Alyssa

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  • Fallon4204
    Fallon4204 Quicken Mac Subscription Member

    HI Alyssa.

    Ive tried these steps twice now with no resolve.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Fallon4204,

    Thank you for following up, though I am sorry to hear those steps didn't resolve the issue.

    I have some follow-up questions for you.

    • When you say Quicken acts like the fourth account doesn't exist, what exactly do you mean by that?
      • The account doesn't show up in the list once you are redirected to Quicken?
      • The account is in the list, but shows "Don't add to Quicken"
      • The account shows up, allows you to link, but no transactions download into the account?

    The more information you can provide, the better.

    Additionally, screenshots of what you are seeing could be helpful. 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.

    Thank you!

    Quicken Alyssa

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you're still stuck with only 3 of 4 Amex accounts connected for downloading, please try adding the 4th account using American Express - Delegate as the Financial Institution Name (Tools / Add Account, type "american express" in the search box). When logged on and account is found, LINK that account to your already existing Quicken account register.

    (I saw this advice in a recent discussion)

  • Yainey
    Yainey Quicken Windows Subscription Member

    I have exactly this problem - 4 Amex accounts, same login, I'd authorize all 4, but only 3 would effectively link. The delegate option worked- thanks!

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Yainey,

    Thank you for adding to this discussion and letting us know @UKR's suggestion resolved your issue.

    @Fallon4204,

    Were you able to get this resolved, or do you still need help?

    Let us know if help is needed!

    Quicken Alyssa

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Fallon4204,

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

    Do you still need assistance?

    Thank you!

    Quicken Alyssa

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello again,

    Checking in once more before this thread is closed.

    Let us know if you still need assistance.

    Thank you!

    Quicken Alyssa

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  • J. Holmes
    J. Holmes Member ✭✭✭✭
    edited January 13

    I am having a similar issue.  It started over the last few days. 

    I have 4 accounts (all with the same login credentials), but Quicken no longer reliably remembers my Quicken Connect settings. Each day I have to reconnect one or more accounts—sometimes all four—just to download transactions, often one at a time. The option to enable downloads for all accounts at once no longer works consistently.

    I’ve already disabled and reset all connections, including revoking Quicken’s third‑party access through American Express, but the problem continues.

    Quicken Classic Premier

    Version 8.4.1 (Build 804.59810.100)

    macOS 26.2

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @J. Holmes,

    Thank you for adding to this discussion.

    Given that you have already followed the recommended steps, please reach out to Quicken Support directly so they can walk through this issue with you in real time and process an escalation if needed.

    Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. Chat support is available 7 days a week at the same times.

    Let us know how it goes!

    Quicken Alyssa

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  • J. Holmes
    J. Holmes Member ✭✭✭✭

    Thanks @Quicken Alyssa. FYI – This morning I disabled all American Express connections in Quicken and revoked Quicken’s third‑party access through American Express. I’ll wait a day or two before re‑enabling the connections to give both systems time to refresh and clear cached data (assuming data is cached). If the issue persists, I’ll contact tech support as recommended and share the results here.

  • J. Holmes
    J. Holmes Member ✭✭✭✭

    Update: This morning, I tried reconnecting my 4 American Express accounts. Initially, only 1 account appeared on the American Express account selector page, so I added it. Thereafter, I selected the option to add more accounts (Quicken), and after landing

    on the American Express account selector page, all 4 accounts were visible.  I proceeded to connect the remaining 3 accounts.  

    However, when I attempted to download transactions, the first account I added showed an error. I plan to contact tech support today.

  • J. Holmes
    J. Holmes Member ✭✭✭✭

    @Quicken Alyssa, I called, but the representative wasn’t helpful. They said I now have a 'high level of security' with American Express, which is odd since I haven’t changed any settings like enabling 2FA. The representative didn’t seem interested in resolving the issue, so I thanked them and ended the call. For now, I’ll just keep following this thread to see if someone finds a solution.

  • jtemplin
    jtemplin Member ✭✭✭✭

    My 2 delegate accounts are connecting, but not downloading any transactions, but they should be.

    I deactivated both and reactivated. No change.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod
    edited January 21

    Hello All,

    Thankyou for adding to this discussion.

    @jtemplin,

    If you tried the steps I suggested here;

    And they did not resolve the issue, this would be considered missing transactions.

    If this is the first time this has happened

    Review this list of reasons; if the issue has only happened once, one of the scenarios below is the likely cause:

    1. Has the sort order been changed in the register? Confirm that the Sort Order in your account register is by Date; just click the top of the Date column in your account register. It's likely the transactions are in your register, just not where you thought they'd be.

    WinDateSortGif_support

    2. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

    3. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

    4. Are these transactions still marked as "pending" on your bank's website? Pending transactions have been authorized by your bank but have not cleared and paid from your account yet. Most banks don't allow transactions to download until the transaction clears the bank.

    There are more steps in the linked article. If they don't resolve the issue, please contact Quicken Support for further assistance. They can look at your log files and process an escalation if needed.

    @J. Holmes,

    I have sent you a direct message. Please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

    image.png

    Thank you both!

    Quicken Alyssa

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  • jtemplin
    jtemplin Member ✭✭✭✭

    @Quicken Alyssa

    I didn't need to try any of your suggestions. The transactions began downloading again yesterday. Probably a short-term glitch from the AMEX end.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @jtemplin,

    Thank you for following up to let us know the issue is resolved.

    If you need more help, don't hesitate to reach back out!

    Thanks again!

    Quicken Alyssa

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