Improper importing via Direct Connect and Wells Fargo for brokerage accounts (Simple Tracking)
I have a similar problem with Wells Fargo Advisors with five brokerage accounts that I've tracked for years. Today they connected for Simple Tracking and wiped out all the previous years' transactions, which may affect whether other accounts they transferred to or from will also not reconcile, though the Portfolio page shows the graph of previous month-end balances but shows zero for 3/31/22. I'm beside myself with the amount of work that's been lost. Also, even the cash accounts that downloaded at the same time are not showing the same balances now as what I see when I log onto Wells Fargo Banking directly. What can I do?
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