Wells Fargo Advisor online access has stopped working in Apr 2023

gvktsh

It worked until 31 March 2023. In April, I get an error message that the bank has rejected the request - User has entered an invalid user ID or password.

This is a false message.

The account login and password works to reset the account and the banking access works (Wells Fargo has a single sign for bank and advisor sites). So, the problem isn't the credentials. I have gone to the WF site and reactivated online access. This is a problem between Quicken and WF Advisor servers. You need to fix it working with WF as you are charging me for online access. It is not reasonable to expect your customers to contact and debug with WF support. They are not set up to do that and your customers don't know if the problem is on the Quicken side.

I have submitted the logs and error to Quicken twice now. At least acknowledge the problem exists.

Quicken Jasmine

Hello @gvktsh,

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

To clarify, you are receiving an invalid username and password error message when attempting to add your Wells Fargo advisor accounts? Have you previously had Wells Fargo Advisors set up for automatic downloads? If so, why did you deactivate and reactivate? Were you receiving any other codes or error messages?

I look forward to your response.

gvktsh

No, this error is only for the one step update to download transactions. I have been using this for more than a year before. The OSU started throwing this error from beginning of April for the already configured account. It is configured as Direct Connect.

Today, I deactivated and activated the account just to check. It correctly established the connection, checked credentials and said it downloaded some 2000+ transactions and associated with existing account in Quicken. The username and password are accepted with no issues. But the transactions stop at Mar 31.

If I do a one step update after this, it throws up the error as mentioned in my first post.

So the problem appears to be entirely with downloading transactions and seems to be a Quicken issue. May be it is contacting an incorrect/defunct server for the OSU.

Quicken Jasmine

Hello @gvktsh,

Thank you for providing more information.

First, I suggest creating a test file and adding the Wells Fargo account(s) to see if it produces the same error message. 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.
2. Select New Quicken File.
3. Click OK.
4. 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. 
   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.
5. 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. 
6. Select to not use Mobile.
7. 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. 

Louis Block

I'm having the same issue as of today, 4/26/23. Following the instructions above to create a test file, I can connect via Quicken Connect, but not Direct Connect. My balances are incorrect when connecting via Quicken Connect. Is this a temporary issue?

gvktsh

@Quicken>; @Quicken Jasmine said:
>
> Please let me know how this goes, I look forward to hearing your response. 

Direct Connect with Wells Fargo is broken.

As suggested I tried creating a new Quicken file and adding Wells Fargo accounts. Neither the Wells Fargo nor Wells Fargo Advisors site will honor the username and password via Quicken (but the same username and password works going via the web browser). I also tried going to www.wellsfargo.com/fmssetup as suggested in the message (even though I have already done this and have been using it for more than a year). After logging in there to activate connect via Quicken, it says you have 10 minutes to connect via Quicken. But Quicken cannot connect and throws up the same error as pictured.

The same problem also happens with Wells Fargo Bank to add as new account.

If Quicken cannot fix this, they should refund the subscription or pause the subscription until it is fixed. Why am I specifically continuing to pay for something that doesn't work for a month now?

gvktsh

This problem is now fixed after the latest update to Quicken and worked today. Don't know if the fix was in the client or in the back-end.

Quicken Jasmine

Hello @gvktsh,

Thank you for coming back to update us.

We are happy to hear that the issue has resolved itself.

Please do not hesitate to reach out with any further questions or concerns!