NEW 1/22/26: Chase - No Investment Accounts [PLAID]

Coach Jon

We are aware of an issue where Chase is displaying the error message, "No investment accounts. None of your accounts are investment accounts. Please connect using a different bank," when attempting to connect a Credit Card account via Plaid in Quicken Simplifi.

This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do.

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Thank you!

CTP-16063