How do I setup downloads from Wells Fargo Advisors

Richard Esser
Richard Esser Member ✭✭
edited February 2023 in Download, Add/Update Accounts (Windows)
I can't download transactions from Wells Fargo Advisors. When I try to setup downloads Quicken finds Wells Fargo Advisors but it says Action – Don’t add to Quicken. It won’t let me change this. How do I fix this problem?

Answers

  • Richard Esser
    Richard Esser Member ✭✭
    I need to link the account to Quicken, The last transaction downloaded was 1/2019.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Richard Esser,

    Thank you for taking the time to report your issue here in the Community, though we apologize that you are experiencing this.

    Based on the issue you described, it would be better suited for you to please reach out to Quicken Support directly for further assistance and possible escalation if they see fit.

    We apologize for any inconvenience! Thank you.

    -Quicken Anja
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