Adding Chase Accounts to Quicken
Product Version
Business
Deluxe
Premier
Starter
Overview
When adding Chase accounts to your Quicken software, you will be required to go through a verification process specific to Chase.
Instructions
In Quicken:
- At the top of the Account Bar, click the + (plus sign) button..
- Select Chase from the list of financial institutions and enter your login credentials.
- Select a delivery method for the Identification Code and click Next.
- Once you have received the Identification Code, enter the Code and your password, then click Next.
- Click Next on the following prompt and complete the data sharing verification process.
To stop sharing access
- Log in to your account at the Chase website and click the menu in the upper left.
- Click Security & privacy.
- Select Linked apps & websites.
- Click the arrow next to Quicken.
- Select Stop sharing data to stop all data sharing, or Edit sharing to choose a specific item to stop.