Wells Fargo Cusip ID numbers missing; doesnot added when updating

In my Wells Fargo brokerage account the Cusip ID number is missing for all stocks and the match online is greyed out. I think this might have something to do with why Wells Fargo is reporting 0 shares for all securities when I try to reconcile shares for that account.

I also hold shares of Nokia in TDAmeriTrade and WellsFargo and I removed the online match for Nokia and updated transactions with WF and it did not match. However when I updated transactions with TDA the cusip # for Nokia was added. WF still reported 0 shared and TDA did not show any mismatch.

Any ideas whats up with the communications with Wells Fargo?

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @SteveTucker79,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

    First, I suggest creating a test file and adding the Wells Fargo brokerage account(s) to see if it produces the same issue with the ID number and the missing shares. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:
    1. Choose File menu > New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select New Quicken File.

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Click OK.
    2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

    1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

    Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows

    1. Select to not use Mobile.
    2. Click Add Account to start adding accounts to the new file.

    After adding accounts, see if you are experiencing the same problems in this test file. 


    Please let me know how this goes, I look forward to hearing your response. 
    -Quicken Jasmine
  • Thank you for such a quick response :)

    I am using the desktop version and the first question I have is where do find the create account box you placed in your message.

    Here's what I did:

    1. Backup
    2. Created a new File
    3. Clicked the "+" on accounts to add a new Account and selected Wells Fargo and entered my credentials.

    4. Seem to be stuck on Add Account / Updating your accounts. This timed out one and I had to start over.
    5. Second round of Updating your accounts
    6. I think the reason it was taking so long is that it brought over all of our banking accounts, BUT DID NOT bring the investment account.
    7. I am so dependent on Qucken and all of my accounts updating, I bailed and went back to my old file. In the process of running a one step update now to make sure quicken still talks to my banks and brokerages. Guess I will just live with Wells Fargo not playing nice for now.