Problem linking Chase accounts with Personal Capital

Last Update: 7/11/2018

My spouse and I both have accounts at Chase bank. We have different credentials.

I can't simultaneously link both of our Chase bank accounts to Personal Capital.

Numerous attempts to get help have failed, so I created this web page. I hope it provides better communication with Personal Capital.

For more than a year, I did Personal Capital the courtesy of not linking to the page, so it would not be indexed. No more Mr. Nice Guy. This page is now linked to from my home page. Soon, it will be found by search engines.

Contact: jlrubin AT gmail DOT com , 212-three six two-2160 (preferred) or 646-six eight three-4876 (cell).


Chase account numbers

Account type My accounts Spouse's accounts
Joint 2*84 2*84
Checking 8*81 2*41
Savings 2*89 1*11

Current state

02-23-2018 12:14 pm EDT

My spouse's accounts ('Chase') are linked and mine are not. No error indications.

Speculation about possible causes

I think Personal Capital is confused by our joint account.

What I have tried

I have tried these steps at least 9 times over many months.


Partial list