Unable to resolve Chase Account "needs attention"

lindsayla18

I have two Chase credit card accounts in Simplifi. One of them, my primary credit card, is not receiving new transactions. There's a red exclamation point next to the account name and when I click on that, I see this:

I've tried twice to reconnect my account and this happened both times:

I'd appreciate help to resolve the issue. Thanks.

Coach Jon

Hello @lindsayla18,

Thanks for reaching out! You may receive this error if an account name or number changes at your bank or if an account is closed. Most users would experience this message if you replaced their credit card due to lost or stolen. I would try doing the steps below to see if they resolve your issue:

1. Hover over the menu on the left-hand side and select Settings.
2. Select Accounts.
3. Locate the Financial Institution that's receiving the error and select the three dots at the end of it.
4. Select Reset connection and then click Reset.
5. Enter your credentials, then click Connect. 
6. Once your accounts are presented, select the Link option to the right of each account.
7. Click Link To and select the matching account.
8. Click Complete when done.

Let us know!

-Coach Jon

lindsayla18

That worked! Thank you so much for the quick response.