Wells Fargo Advisors data not downloading (QMac)

JustJayC

I set up a direct connect to Wells Fargo Advisors. Quicken found the account number just fine but no transactions or positions are downloading. Quicken support chat told me it was the fault of Wells but not sure how since the connection is good.

JustJayC

Is anyone else experiencing this and perhaps found a resolution?

Quicken Jasmine

Hello @JustJayC,

If you are not able to download transactions, balances, details, etc. from your financial institution, this could be due to an issue with the connection to the financial institution's servers.

Let’s try a few troubleshooting steps for this issue—these steps should resolve things for you, but if not, please come back and post more about your experience so we can investigate. 

First, backup your Quicken file.

I suggest deactivating the Wells Fargo Advisors account(s) and then reactivating them. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
4. Navigate to Accounts > Add Account...
5. Use the search field at the top of the list to find and select your financial institution, making sure to choose Direct Connect, and click Continue
6. Follow the prompts to sign in using your login credentials associated with the financial institution
7. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

JustJayC

OK, I did all the steps and added the account again. After that, I initiated a download but the same behavior happened. It says 'update successful' with no error messages but there are no balances or positions downloaded. I verified the account number is correct and my credentials were accepted by Wells Fargo Advisors. I tried updating via the button twice more and same thing: no errors and no data.

Quicken Kristina

Thank you for your reply,

The next step is to verify that you have the Investment Tracking Method set to Detailed rather than Simple (some financial institutions do not send the information in a format that is compatible with Simple tracking). To do that, first click on the account to select it. Then, go up to Accounts>Settings, and on the details tab, look for the Investment Tracking Method section. Make sure that Detailed is selected.

I hope this helps!

JustJayC

For some reason, when I went in today and did the update it actually pulled the information down with no issues. Not sure why - maybe it just needed to think about things overnight 😀