Anyone seeing errors with quicken connect to Wells Fargo

Pankaj Yawalkar

I have issues using Quicken Connect with Wells Fargo. Every time I update transactions, I get an error and the only way to resolve it is to provide my credentials again anyone seeing it?

Quicken_Tyka

Hello @Pankaj Yawalkar

Thank you for taking the time to visit the Community to report this issue. This is usually related to an issue with the password stored in the Mac keychain. To correct this, please deactivate the accounts, remove the keychain password and reactivate.

First, deactivate all the accounts with the affected financial institution

1. Open Quicken.
2. Go to the Accounts menu and choose Hide and Show Accounts;
3. Uncheck any accounts with this specific financial institution (FI) that are hidden in Lists;
4. When complete, click on the account name for your account(s) in the Accounts toolbar in Quicken.
5. Click the Settings icon in the bottom right corner of the screen.
6. Select the Downloads tab.
7. Click on Disconnect Account.
8. Click Done. Do this on each account with this FI. 
9. Quit Quicken.

Second, delete Quicken passwords from the Keychain

1. Open Finder and go to Applications > Utilities > Keychain Access app;
2. On the left panel in the Keychain app, set the Keychains to Login and the Category to Passwords.
3. Find and delete any entries that show Quicken or Quicken Connect and this FI name;
4. Quit the Keychain Access app and open Quicken.

Third, update the bank list in Quicken

1. Go to Accounts > New and pick an account type matching one of the affected accounts.
2. At the bottom of the window that lists the financial institutions, click the "My bank is not listed" question mark icon; then click Update List.
3. When the list finishes updating, it will display the current date. Click the Show List button to continue.

Lastly, re-add the accounts

1. Type the name of the financial institution and make the appropriate selection.
2. Enter your login credentials and click Continue.
3. When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate account you already have setup in Quicken.

Please let me know if these steps work to resolve the issue.

-Quicken Tyka

Quicken_Tyka

Hello @Pankaj Yawalkar

Thank you for taking the time to visit the Community to report this issue. This is usually related to an issue with the password stored in the Mac keychain. To correct this, please deactivate the accounts, remove the keychain password and reactivate.

First, deactivate all the accounts with the affected financial institution

1. Open Quicken.
2. Go to the Accounts menu and choose Hide and Show Accounts;
3. Uncheck any accounts with this specific financial institution (FI) that are hidden in Lists;
4. When complete, click on the account name for your account(s) in the Accounts toolbar in Quicken.
5. Click the Settings icon in the bottom right corner of the screen.
6. Select the Downloads tab.
7. Click on Disconnect Account.
8. Click Done. Do this on each account with this FI. 
9. Quit Quicken.

Second, delete Quicken passwords from the Keychain

1. Open Finder and go to Applications > Utilities > Keychain Access app;
2. On the left panel in the Keychain app, set the Keychains to Login and the Category to Passwords.
3. Find and delete any entries that show Quicken or Quicken Connect and this FI name;
4. Quit the Keychain Access app and open Quicken.

Third, update the bank list in Quicken

1. Go to Accounts > New and pick an account type matching one of the affected accounts.
2. At the bottom of the window that lists the financial institutions, click the "My bank is not listed" question mark icon; then click Update List.
3. When the list finishes updating, it will display the current date. Click the Show List button to continue.

Lastly, re-add the accounts

1. Type the name of the financial institution and make the appropriate selection.
2. Enter your login credentials and click Continue.
3. When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate account you already have setup in Quicken.

Please let me know if these steps work to resolve the issue.

-Quicken Tyka

coopster

Yes, been seeing the same thing since Jan. Quicken Connect was working till then. Spoke to Wells Fargo. My guess is they deliberately are interfering w Quicken Connect to force customers to pay for Direct Connect. That would be typical Wells Fargo behavior.