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EWC+ and Chase
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Tom Pfeifer
Sep 2, 2022, 7:58:36 AM9/2/22
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I am now being prompted to update (reauthorize) my connection method to EWC+ with Chase when do a One Step Update in Quicken. I have just one Chase account, which is a credit card account, which is currently using Direct Connect.
FWIW, I'm using the latest subscription version of Quicken Premiere for Windows (R43.14) on Windows 11 Home.
Ok, I follow the steps as directed, but when I get to the Quicken screen where I have to add or link the Chase credit card account, I am a bit confused as to what to do. What I want to do is to link to my existing Chase account, but when I click on the link option, it does not list my existing Chase account to link to. It does list 4 other accounts, none of which are the existing Chase account.
Am I wrong in trying to link to existing Chase account in this situation? If I choose to 'add' the account, then I think I will end up with 2 Chase accounts, which doesn't seem correct.
Does anyone have any insight as to what I should expect to happen in this case?
I have declined to finish the conversion both times I tried it, so I am still on Direct Connect for that account (and it's still working)
FWIW, I'm using the latest subscription version of Quicken Premiere for Windows (R43.14) on Windows 11 Home.
Ok, I follow the steps as directed, but when I get to the Quicken screen where I have to add or link the Chase credit card account, I am a bit confused as to what to do. What I want to do is to link to my existing Chase account, but when I click on the link option, it does not list my existing Chase account to link to. It does list 4 other accounts, none of which are the existing Chase account.
Am I wrong in trying to link to existing Chase account in this situation? If I choose to 'add' the account, then I think I will end up with 2 Chase accounts, which doesn't seem correct.
Does anyone have any insight as to what I should expect to happen in this case?
I have declined to finish the conversion both times I tried it, so I am still on Direct Connect for that account (and it's still working)
JohnA
Sep 2, 2022, 8:57:15 AM9/2/22
to
My guess is that Chase is presenting different types of accounts and not
credit cards. For example, if the link drop down lists savings or checking
accounts, that's probably it. I would wait a few days and try again. If it
persists, contact Quicken support, Chase support or both to figure out why
it's not picking up your credit card. I suspect this will be happening to
me soon since I have multiple Chase credit card accounts. I'll let you know
what happens here.
"Tom Pfeifer" wrote in message
news:2169dc64-5f4f-4025...@googlegroups.com...
credit cards. For example, if the link drop down lists savings or checking
accounts, that's probably it. I would wait a few days and try again. If it
persists, contact Quicken support, Chase support or both to figure out why
it's not picking up your credit card. I suspect this will be happening to
me soon since I have multiple Chase credit card accounts. I'll let you know
what happens here.
"Tom Pfeifer" wrote in message
news:2169dc64-5f4f-4025...@googlegroups.com...
Tom Pfeifer
Sep 2, 2022, 9:19:20 AM9/2/22
to
On Friday, September 2, 2022 at 8:57:15 AM UTC-4, JohnA wrote:
> My guess is that Chase is presenting different types of accounts and not
> credit cards. For example, if the link drop down lists savings or checking
> accounts, that's probably it. I would wait a few days and try again. If it
> persists, contact Quicken support, Chase support or both to figure out why
> it's not picking up your credit card. I suspect this will be happening to
> me soon since I have multiple Chase credit card accounts. I'll let you know
> what happens here.
Thanks. It does pick up the correct Chase credit card account from Chase (the correct last 4 digits of the account number show up etc) , and that account shows up on the Quicken screen where I am asked to 'add' or 'link' that account into Quicken. It is there where I am not sure what to do. I want to link it to my existing Chase account in Quicken, but that existing Quicken account is not listed as an option to link to.
> My guess is that Chase is presenting different types of accounts and not
> credit cards. For example, if the link drop down lists savings or checking
> accounts, that's probably it. I would wait a few days and try again. If it
> persists, contact Quicken support, Chase support or both to figure out why
> it's not picking up your credit card. I suspect this will be happening to
> me soon since I have multiple Chase credit card accounts. I'll let you know
> what happens here.
I could chose the 'add' option, but I don't think that's the correct choice, since I have changed connection methods in the past with other accounts, and always linked to the existing account in this situation with good results. But that option is simply not available in this case for whatever reason.
Ken Blake
Sep 2, 2022, 10:01:28 AM9/2/22
to
On Fri, 2 Sep 2022 04:58:34 -0700 (PDT), Tom Pfeifer
<tpfe...@gmail.com> wrote:
>I am now being prompted to update (reauthorize) my connection method to EWC+ with Chase when do a One Step Update in Quicken. I have just one Chase account, which is a credit card account, which is currently using Direct Connect.
>
>FWIW, I'm using the latest subscription version of Quicken Premiere for Windows (R43.14) on Windows 11 Home.
Same for me except that I run Windows 11 Pro.
<tpfe...@gmail.com> wrote:
>I am now being prompted to update (reauthorize) my connection method to EWC+ with Chase when do a One Step Update in Quicken. I have just one Chase account, which is a credit card account, which is currently using Direct Connect.
>
>FWIW, I'm using the latest subscription version of Quicken Premiere for Windows (R43.14) on Windows 11 Home.
>Ok, I follow the steps as directed, but when I get to the Quicken screen where I have to add or link the Chase credit card account, I am a bit confused as to what to do. What I want to do is to link to my existing Chase account, but when I click on the link option, it does not list my existing Chase account to link to. It does list 4 other accounts, none of which are the existing Chase account.
>
>Am I wrong in trying to link to existing Chase account in this situation?
very poor.
>If I choose to 'add' the account, then I think I will end up with 2 Chase accounts, which doesn't seem correct.
I just went through this, spending 45 minutes on the phone with a
Chase tech, who couldn't me by herself and had to escalate the
problem.
It's fine now
Ken Blake
Sep 2, 2022, 10:03:55 AM9/2/22
to
On Fri, 2 Sep 2022 06:19:19 -0700 (PDT), Tom Pfeifer
<tpfe...@gmail.com> wrote:
>On Friday, September 2, 2022 at 8:57:15 AM UTC-4, JohnA wrote:
>> My guess is that Chase is presenting different types of accounts and not
>> credit cards. For example, if the link drop down lists savings or checking
>> accounts, that's probably it. I would wait a few days and try again. If it
>> persists, contact Quicken support, Chase support or both to figure out why
>> it's not picking up your credit card. I suspect this will be happening to
>> me soon since I have multiple Chase credit card accounts. I'll let you know
>> what happens here.
>
>Thanks. It does pick up the correct Chase credit card account from Chase (the correct last 4 digits of the account number show up etc) , and that account shows up on the Quicken screen where I am asked to 'add' or 'link' that account into Quicken. It is there where I am not sure what to do. I want to link it to my existing Chase account in Quicken, but that existing Quicken account is not listed as an option to link to.
That's exactly the problem I had, and unfortunately I can't remember
<tpfe...@gmail.com> wrote:
>On Friday, September 2, 2022 at 8:57:15 AM UTC-4, JohnA wrote:
>> My guess is that Chase is presenting different types of accounts and not
>> credit cards. For example, if the link drop down lists savings or checking
>> accounts, that's probably it. I would wait a few days and try again. If it
>> persists, contact Quicken support, Chase support or both to figure out why
>> it's not picking up your credit card. I suspect this will be happening to
>> me soon since I have multiple Chase credit card accounts. I'll let you know
>> what happens here.
>
>Thanks. It does pick up the correct Chase credit card account from Chase (the correct last 4 digits of the account number show up etc) , and that account shows up on the Quicken screen where I am asked to 'add' or 'link' that account into Quicken. It is there where I am not sure what to do. I want to link it to my existing Chase account in Quicken, but that existing Quicken account is not listed as an option to link to.
the rather complicated solution I got on the phone from the Chase
tech.
If nobody here can tell you how to fix it, call Chase, as I did.
Geo. Salisbury
Sep 2, 2022, 10:51:57 AM9/2/22
to
I, too, just this week had the Chase pop-up and also had the issue of my
existing account not listed on the Link-To List.
I chose Don't Link, went into my account and deactivated then Setup and
my acct then was on the Link List and had been chosen.
I'm good to go.
Geo.
Tom Pfeifer
Sep 2, 2022, 11:34:58 AM9/2/22
to
Just a note to others who may run into this:
After I deactivated the Chase credit card account in Quicken, and then chose Setup......when I got to the Quicken "Link To" screen, it had already pre-selected the existing Chase account in Quicken to link to. All I needed to do then was to click on Next.
Tom Pfeifer
Sep 2, 2022, 11:41:29 AM9/2/22
to
I could have tried Quicken Support also, but I suspected that the answer wasn't all that complicated, and I could get it here a lot quicker.....and I was right.
JohnA
Sep 2, 2022, 1:58:52 PM9/2/22
to
Good to hear. I suspect that if the account is already online activated
with another service type, it won't show up to link. So the steps should
be?
1) Deactivate all chase accounts
2) Online activate one chase account which should list all of them and allow
you to link to all
I'm still direct connected so I don't want to try this out yet...
Thanks,
John
"Tom Pfeifer" wrote in message
news:34963355-42d5-4d7f...@googlegroups.com...
with another service type, it won't show up to link. So the steps should
be?
1) Deactivate all chase accounts
2) Online activate one chase account which should list all of them and allow
you to link to all
I'm still direct connected so I don't want to try this out yet...
Thanks,
John
"Tom Pfeifer" wrote in message
Ken Blake
Sep 2, 2022, 7:50:40 PM9/2/22
to
On Fri, 2 Sep 2022 08:41:27 -0700 (PDT), Tom Pfeifer
>I got it working by following the suggestions of Geo Salisbury (see my response to him), which is likely how you did it also.
Yes, I think it was.
<tpfe...@gmail.com> wrote:
>On Friday, September 2, 2022 at 10:03:55 AM UTC-4, Ken Blake wrote:
>> On Fri, 2 Sep 2022 06:19:19 -0700 (PDT), Tom Pfeifer
>> <tpfe...@gmail.com> wrote:
>>
>> >On Friday, September 2, 2022 at 8:57:15 AM UTC-4, JohnA wrote:
>> >> My guess is that Chase is presenting different types of accounts and not
>> >> credit cards. For example, if the link drop down lists savings or checking
>> >> accounts, that's probably it. I would wait a few days and try again. If it
>> >> persists, contact Quicken support, Chase support or both to figure out why
>> >> it's not picking up your credit card. I suspect this will be happening to
>> >> me soon since I have multiple Chase credit card accounts. I'll let you know
>> >> what happens here.
>> >
>> >Thanks. It does pick up the correct Chase credit card account from Chase (the correct last 4 digits of the account number show up etc) , and that account shows up on the Quicken screen where I am asked to 'add' or 'link' that account into Quicken. It is there where I am not sure what to do. I want to link it to my existing Chase account in Quicken, but that existing Quicken account is not listed as an option to link to.
>> That's exactly the problem I had, and unfortunately I can't remember
>> the rather complicated solution I got on the phone from the Chase
>> tech.
>>
>> If nobody here can tell you how to fix it, call Chase, as I did.
>> >I could chose the 'add' option, but I don't think that's the correct choice, since I have changed connection methods in the past with other accounts, and always linked to the existing account in this situation with good results. But that option is simply not available in this case for whatever reason.
>
>Thanks very much for the response.
You're welcome. Glad to help..
>On Friday, September 2, 2022 at 10:03:55 AM UTC-4, Ken Blake wrote:
>> On Fri, 2 Sep 2022 06:19:19 -0700 (PDT), Tom Pfeifer
>> <tpfe...@gmail.com> wrote:
>>
>> >On Friday, September 2, 2022 at 8:57:15 AM UTC-4, JohnA wrote:
>> >> My guess is that Chase is presenting different types of accounts and not
>> >> credit cards. For example, if the link drop down lists savings or checking
>> >> accounts, that's probably it. I would wait a few days and try again. If it
>> >> persists, contact Quicken support, Chase support or both to figure out why
>> >> it's not picking up your credit card. I suspect this will be happening to
>> >> me soon since I have multiple Chase credit card accounts. I'll let you know
>> >> what happens here.
>> >
>> >Thanks. It does pick up the correct Chase credit card account from Chase (the correct last 4 digits of the account number show up etc) , and that account shows up on the Quicken screen where I am asked to 'add' or 'link' that account into Quicken. It is there where I am not sure what to do. I want to link it to my existing Chase account in Quicken, but that existing Quicken account is not listed as an option to link to.
>> That's exactly the problem I had, and unfortunately I can't remember
>> the rather complicated solution I got on the phone from the Chase
>> tech.
>>
>> If nobody here can tell you how to fix it, call Chase, as I did.
>> >I could chose the 'add' option, but I don't think that's the correct choice, since I have changed connection methods in the past with other accounts, and always linked to the existing account in this situation with good results. But that option is simply not available in this case for whatever reason.
>
>Thanks very much for the response.
>I got it working by following the suggestions of Geo Salisbury (see my response to him), which is likely how you did it also.
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