Receive "unknown type" when trying to add brokerage - Wells Fargo Advisors

I am using Quicken Deluxe - Quicken 2020 Home.
When I try to add "brokerage" accounts they are found when searching the bank but they are listed as "Unknown Type - Ignore".
How do I add the accounts?
Thanks in advance for your help.

Best Answer


  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    What brokerage -
    as there have been several postings with a couple of specific firms -
    QWin Deluxe Subscription - Win10
  • Reese Shellman
    Reese Shellman Member ✭✭
    Wells Fargo Advisors . . . thanks for asking.
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