Changes to Wells Fargo account services (Quicken Classic for Windows and Mac)

Quicken Kathryn
Quicken Kathryn Quicken Windows Subscription admin

Wells Fargo is transitioning to a new method of providing data to applications like Quicken. Going forward, you'll use a bank-hosted sign-in form to authorize downloads. 

The overall process for adding accounts and downloading is the same, but the screen you use to sign in to Wells Fargo in Quicken Classic will look different.

This transition is beginning, though it's not yet live to all users. When available, you will be prompted in your product to make the transition.

This change only impacts Express Web Connect and Quicken Connect account types, not Direct Connect; if you currently use Direct Connect with Wells Fargo to download transactions or pay bills, you will not be prompted to transition.

You can get more information in this FAQ.

Quicken Kathryn
Community Administrator