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Updating Chase Accounts Freezes Quicken for Windows

Updated: 11/20/2012 | Article ID: GEN83092

Problem Description:

When performing a One Step Update with Chase, Quicken appears to freeze or reports Not Responding in the title bar or Task Manager.

Chase updates in Quicken require the ability to handle cookies in Internet Explorer.  Because these cookies will be downloaded by Quicken, 3rd Party Cookie Handling must be enabled in Internet Explorer.

 

Solution:

  1. Open Internet Explorer.  It should be listed on your tool bar by your start button, in your list of available programs, or directly from the Windows 8 Start panel.
  2. Go to Tools on the menu bar (or the gear icon in newer versions).
  3. Choose Internet Options.
  4. Go to the Privacy tab.
  5. Click the Advanced button in Settings.
  6. Select Override automatic cookie handling.
  7. Select Accept under First Party Cookies and under Third Party Cookies.
  8. Click OK twice.
  9. Close Internet Explorer.

Note:  Unless Internet Explorer is your default browser in Windows, enabling 3rd party cookies via the Control Panel may not resolve this issue.  We rely on Internet Explorer settings for Quicken usage.

 

Additional Options

Quicken updates Direct Connect accounts sequentially, one at a time, rather than simultaneously.  Due to the large number of Quicken users who bank with Chase, server traffic is usually high.  These 2 conditions combined can result in slow performance when updating multiple accounts with Chase through One Step Update.

Option 1

Schedule Chase updates to occur during off-peak hours, such as very late night/early morning, separate from your other financial institutions being updated by a regular One Step Update.

Option 2

Update one of your Chase accounts.  This will update all of your Chase accounts you have in Quicken, without all of the other background process/downloads (such as bank list update, quotes or product update).

  1. From your account register:
    • In Quicken 2013: Select the Actions gear icon at the very top of your register (Ctrl + Shift + N).
    • In Quicken 2012 and older: click on Account Actions.
  2. Then select Update Now.
  3. Follow the on-screen instructions to complete the update.

Option 3

Update your accounts more frequently to prevent a large number of transactions being transmitted at one session.

 
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