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Quicken Visa conversion Problems

I dutifully followed all the instructions about how to convert the Citi Quicken Visa to the Chase Quicken Visa. Today, I tried to register and download the transactions between the 27th and yesterday. The system doesn't recognize me as a Chase Customer. Customer service claims that "they" ???? forgot to put "my" SS on file during the conversion. They apologized and told me that it would be fixed in FIVE (5) business days. I just knew that this conversion would be a problem. I find it hard to believe that "they" just forgot to register just "my" SS number.

I know that the sale of this credit card portfolio from Citi to Chase could have been handled transparently. Chase just wanted an opportunity have an excuse to drop some marginal credit card accounts by not sending new credit cards.

Good Luck to everyone else.

Traveling

Reply to
Traveling
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I just wasted 1.5 hrs trying to do the conversion. Couldn't get activation number, because cell number or email address was not in my account profile. Waited on hold 30 min (got to shave & use bathroom) I can now log into the Chase site, but can't get quicken to download my transactions. The instructions say to rename the old Quicken Visa account, Then do update, supposedly you can then enter new account number. I been using Quicken for at least 10 years, this conversion was a PIMA, so I'll just use a Discover card instead. Ed

Reply to
mred

Reply to my own post. I guess I stayed up too late last night.

1) There were long phone delays today at Chase, and I had to call because my email address wasn't available. So I couldn't have an activation code emailed to me. That much is correct. 2) When I re-read the instructions, it clearly says: log into the Chase site, go to customer tab>reference tab> activate Quicken or Money link. ***that's the part I missed, then it worked correctly.
Reply to
mred

Problem is I'm not a chase customer and the create login didn't recognize my new card.

travel>

Reply to
Traveling

In order to use Chase Online (and be able to d/l Quicken Visa txns), you

*have* to be a Chase customer.

You could have set yourself up (instead of waiting 5 business days for them to do it over the phone) by following the ""Sign Up" links on

formatting link
Sign up involves you entering your SSN & CC #, followed by other personal info, and eventually ending with you selecting a USer ID & p/w

Bill

Reply to
Bill

Thanks Bill. What I've been trying to tell everyone, the signup fails because Chase has no record of my SSN and therefore can't match it up with the new credit card number.

Travel>> Problem is I'm not a chase customer and the create login didn't

Reply to
Traveling

Yes, the conversion from Citi to Chase is a bit of a mess.

Quicken 2007 on Mac...

Chase give these instructions for setting up Direct Connect to download transactions: - Financial Institution = Quicken Visa (NOT Quicken Credit Card) - Userid and Password same as for the Chase web site - Put in the credit card number with no dashes.

Problem: Quicken Visa is NOT in the list of Financial Institutions, even after doing "Update List"

Solution: - Online... Financial Instituitions - Update List (it doesn't change) - Update List 3 or 4 more times... Watch for it to change.

Now, Quicken Visa IS in the list of institutions.

First attempt to download transactions fails. Put in the same answers again. Second attempt works.

This from the on-line chat with reps in India. Bravo!

But, what's with this software that you have to click the "Update List" button 3-4x to get the list to update??

Hope this helps someone.

-- Sally

Reply to
Sally Shears

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