Unable to update Wells Fargo Advisors transactions since February 17th

kc10er

No Error messages. Says 23 transactions downloaded, but no accounts have new transactions.

Quicken Kristina

Hello @kc10er,

Thank you for reaching out to the Community and telling us about your issue.  I'm sorry to hear you're running into this problem. From what you're describing, it sounds like Quicken is saying transactions downloaded, but you're not seeing them in any account. If that is correct, follow these steps to resolve the issue:

1. Turn automatic entry off (or on if you had it off already):
   1. Go to Tools>Account List, then click the Edit button next to the affected account in the list.
   2. In the Account Details window, click the Online Services tab, then click the blue Automatic entry is link.
      
   3. Click OK to close the Account Details window, then click Done on the Account list.
   4. Close Quicken, wait a few seconds, then re-open it. Check to see if the transactions are showing up now.
2. If the transactions still aren't showing up, to to Tools>Online Center.
   1. Select the appropriate Financial Institution and Account.
      
   2. Select transactions. If transactions are listed, click Compare to Register and accept the transactions.
3. If that does not correct the issue, the next step would be to restore a backup created before the issue started. If you do not recall when the issue started or it was too far in the past for restoring a backup to be a viable option, you would want to first back up your file, then choose File>Validate and Repair File. Once it finishes, check to see if your transactions have appeared.

Thank you.

kc10er

Quicken Kristina,

I'm sorry, none of this worked. It appears there is a connection and says "complete", but no transactions are downloaded after Feburary 18th.

Quicken Kristina

Thank you for your reply,

Is that what you are seeing on the One Step Update summary screen after you try to update your accounts? If you don’t mind, could you please provide a screenshot of that part of the summary screen you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Is this just one account that is not downloading, or multiple accounts? Also, what account type(s) (eg, checking, savings, credit card, investment) is the affected account(s)?

Thank you.