I have a credit card account set up in Q2004 it currently has First Card as the financial Institution. The card has changed to Chase. I can't download transaction from the bank anymore since it changed. How do I change the Institution in the account details, it is currently grayed out? I believe this will fix my download problems.
Deactivate the account for transaction download. Make your account changes. Then, if Chase offers Direct downloads (One Step Update downloads), Activate the account for transaction download.
Dick:
If John's suggestions for deactivating and activating don't work, try:
Make sure your old First Card is enrolled at the Chase Credit Card web site:
Customer Center tab Reference Center Activate Money, Quicken, etc.
Bob
"Dick" wrote in message news:crmdnaoOTe_aTTvZnZ2dnUVZ snipped-for-privacy@comcast.com... I have a credit card account set up in Q2004 it currently has First Card as the financial Institution. The card has changed to Chase. I can't download transaction from the bank anymore since it changed. How do I change the Institution in the account details, it is currently grayed out? I believe this will fix my download problems.
"Dick" wrote.
When you initiate a download from the fi's web site, it is always a web-connect download; but when you initiate a download from the Download Transactions button in the account register, it will download using the method the account is setup for, which could be One Step Update.
As Bob Wang mentioned in his post, it's possible that you will have to contact Chase to get this setup; I have setup two different cc accounts for download from Chase, but I don't remember the details.
It sounds like you have the account currently setup to do web-connect downloads, and that will probably stop you from being able to do Direct downloads (the reverse is not true). Open the Online Center, select the account in the Financial Institution drop down, the click Options and uncheck "Download this account using Web Connect".
Then I would Deactivate the account for transaction download again. and reActivate it. During the Activate process, if you are taken to the Chase web site, and you initiate a download there, you will probably just end up with the account setup for web connect downloads again ... so I would not do that. If the Activate process works correctly, you should *not* have to initiate the download by clicking a button at the web site. Either during the Activate process or after, you should have to enter your Chase "pin" in the pin vault. That pin may, or may not, be the same as your password to logon to the Chase web site. You also may be asked for your user-name (or user-id) during the Activate process.
If you do not see Chase listed as a Financial Institution in your One Step Update dialog after the Activate process, you have not gotten it setup for Direct download and you should probably check with Chase.
John, Unchecking the download using Web Connect solved my problem. Thanks again for your help. It's nice to know that there are people like you out there to help us. Thanks.....
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