I am new to Simplifi and I have NOT been able to connect my Chase CC Accounts

System
System Administrator admin
edited February 2 in Adding and Updating Accounts

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Chase Accounts.

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  • WestCoast63
    WestCoast63 Member

    I am new to Simplifi and I have NOT been able to connect my Chase CC Accounts (I have no checking, investment, etc.). I have tried multiple times since January 1st with no success. If I must enter manually and maintain manually, it is no big deal as I don't use it frequently. But if I must do that, why use Simplifi?

    I am all about cybersecurity and encryption especially when it comes to this type of sensitive personal information. But to be honest, it is becoming challenging to use these types of apps.

  • lochan
    lochan Member

    Yes this was my issue today as a new Simplifi account.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @WestCoast63 & @lochan, thanks for reaching out!

    Since Chase is one of our OAuth API banks, I'd suggest attempting to add/connect the accounts from a different browser or in incognito/private mode. It could be that something in your browser is blocking the authorization process.

    If the issue persists, please post back with more details, such as:

    • What exactly occurs when attempting to connect to Chase in Quicken Simplifi?
    • Are you able to authorize your accounts through the OAuth process?
    • Do you receive any specific error messages?

    We look forward to your reply!

    -Coach Natalie

  • RockLee
    RockLee Member ✭✭✭✭

    I had trouble adding Chase with Safari on macOS, but I was able to add Chase with Chrome.

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