Adding Chase Accounts to Quicken

Product Version
Windows

Overview

When adding Chase accounts to your Quicken software, you will be required to go through a verification process specific to Chase.

Instructions

  1. At the top of the Account Bar, click the + (plus sign) button. In Quicken 2016, click Add an Account at the bottom of the Account Bar.
  2. Click a Spending & Saving account type, such as Checking, Savings, or Credit Card.
  3. Select Chase from the list of financial institutions and enter your login credentials. 
  4. Select a delivery method for the Identification Code and click OK
  5. Once you have received the Identification Code, enter it and click OK.
  6. Click Next on the following prompt and complete the Add Account process.

Adding Chase Accounts to Quicken

  1. Log in to your Chase account in the Chase website and navigate to your Secure messages inbox.

Adding Chase Accounts to Quicken

  1. In your Secure Message Center, select the message titled Action Required for Quicken...

Adding Chase Accounts to Quicken

  1. In the message, click the Confirm Your Identity Now link. 

Adding Chase Accounts to Quicken

  1. Click Next on the following prompt and the process is complete. 
Help us improve our support center

Still can't find what you're looking for? Contact Support

Ask our community for help and to learn more about Quicken

Ask the community