Two Chase Credentials - Unable to View Accounts from Second Login
I found a previous post from a user earlier this year with a similar issue and would like to share my info to see if anyone has a workaround. My husband and I each have distinct Chase credentials.
My credentials have access to: 1) My personal checking and 2) our joint checking.
His credentials have access to: 3) his personal checking 4) his credit card, and 2) our joint checking as well.
Accounts #1 and #2 have synced successfully with my credentials, but when I add the credentials for his account, I select accounts #3 and #4 only, and proceed. The sync completes but #3 and #4 are not visible in Simplifi. When I try to re-sync his accounts, Chase recognizes that I have already shared data for #3 and #4.
I had similar issues on and off in Mint, hoping that I can use Simplifi to automate all of our tracking! Has anyone overcome an issue like this? Thank you!
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Unfortunately, I have not experienced this issue. I have 3 distinct Chase logins with various accounts and they all are currently up to date. Hopefully you can find a resolution for your issue.
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@cara, thanks for posting!
I'd suggest checking under Settings > Accounts to see if Chase is listed there as a financial institution, and what accounts are listed under it.
Please let us know how it goes!
-Coach Natalie
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Thank you! I have done that; only account 1 & 2 are listed there.
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@cara, thanks for confirming!
At this point, I'd suggest acquiring a fresh connection with Chase. You can do so by following these steps:
- Make all of the connected accounts manual by following the steps here.
- Once you see all of the accounts listed in the Manual Accounts section under Settings, go back through the Add Account flow to reconnect to Chase using your login credentials.
- Carefully link the accounts found to your existing Quicken Simplifi accounts by following the steps here.
- Repeat steps 2 and 3 using your husband's credentials to see if you can successfully add his accounts.
Please let us know how it goes!
-Coach Natalie
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