Incorrect URL- Wells Fargo 401K

System

This discussion was created from comments split from: Wells Fargo mortgage uses a different URL for downloads than Wells Fargo Bank accounts use.

Quicken_Tyka

Hello @pairof9s

Thank you for taking the time to visit the Community to report this issue.

I have a few additional questions to help me better understand your issue.

May I ask which "instance" you are using from the bank list to add this account? 



What is the URL that you visit to view this 401k account?

The URL that you have listed, https://www.wellsfargo.com/fmssetup is a website that is used to enable Direct Connect accounts for download.

Please let me know what you find so that we can figure out which option to select to get the accounts successfully added to Quicken.

-Quicken Tyka

pairof9s

I have a similar issue with the Wells Fargo Retirement Services and my 401k. The URL Quicken for Mac shows is not the one Wells uses and shows that in the error message that comes back in Quicken. However, I can't customize that URL.

The stated URL from Wells Fargo is https://www.wellsfargo.com/fmssetup

Quicken_Tyka

Hello @pairof9s

Thank you for taking the time to visit the Community to report this issue.

I have a few additional questions to help me better understand your issue.

May I ask which "instance" you are using from the bank list to add this account? 



What is the URL that you visit to view this 401k account?

The URL that you have listed, https://www.wellsfargo.com/fmssetup is a website that is used to enable Direct Connect accounts for download.

Please let me know what you find so that we can figure out which option to select to get the accounts successfully added to Quicken.

-Quicken Tyka