Chase Business Account

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ellegwen
ellegwen Member
edited February 23 in Adding and Updating Accounts

I am unable to see my Chase Business accounts synced with Simplifi. Please help.

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    @ellegwen, thanks for reaching out to the Community!

    To better understand the issue, you'll want to provide more info, such as:

    • What happens when you attempt to add your Chase Business accounts in Quicken Simplifi, i.e. are the accounts not presented as available to add, do you receive a specific error message, etc.?
    • Do you have any personal accounts with Chase that you are able to add in Quicken Simplifi?
    • What option(s) have you selected from the bank list when attempting to add these accounts?
    • What URL do you use to sign into your business accounts on Chase's website?

    Please let us know so we can best assist!

    -Coach Natalie

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