Why does "one step update" download only one Wells Fargo account of six that are linked.

Quicken "one step update" ignores our linked Wells Fargo accounts. Only one account gets updated. We have to open each account and tell quicken to "update now" for each one. There does not appear to be a way to automate the process to handle multiple accounts even though each account has the account number, username, and password registered.
Tagged:

Answers

  • UKRUKR SuperUser ✭✭✭✭✭
    Have you double-checked the One Step Update Settings, to make sure that all accounts are selected by OSU?
  • glennzooglennzoo Member
    Only the institution, Wells Fargo Bank, is listed. The individual accounts are not listed.
  • UKRUKR SuperUser ✭✭✭✭✭
    If you look in Tools / Account List, are all 6 WF accounts showing the same text in the Transaction Download column?
    If they are all properly set up for downloading with OSU, they should all show "Yes (Direct Connect)" or "Yes (Express Web Connect)", but they should not show a mix of settings.
    So, what settings do you see?
  • glennzooglennzoo Member
    All WF accounts have Yes (improve connection). I know "improve connection" means WF wants me to pay for their "improved connection". It should report "Express Web Connect" because that is what is set in the account settings, online services window.
Sign In or Register to comment.