Transactions from Wells Fargo Advisors do not download

https://community.quicken.com/discussion/7947260/no-wells-fargo-advisors-transactions-downloaded-for-february-16-2024

Yes, I am:

I don't know if this related to the problem I am having, but my parents (also Quicken users) wanted to add an IRA account that they had recently transferred in to WFA from another brokerage.

Strangely, the new-account dialog for Wells Fargo Advisors on their computer does not look like it should for a brokerage account.

Jack R

Tried to download from Wells Fargo Advisors again today and got message "Quicken unable to complete your request (OL-221-A)

WFA might be having other problems today. I can log on to wellsfargo.com this morning, but I cannot access my brokerage account. Only the checking and savings ones, online.

When I do an "Update now" for Wells Fargo Advisors, it seems to update just fine. The last update date and time are current. But when I try to access the site, I get this error message.

I remember seeing a message on the site a couple days ago stating that the site will be down for maintenance, but I don't remember the details.

I'm curious if anyone found a resolution to this issue? I started seeing the same issue around the same time it was reported in this thread.

@shellyer - as far as I know, this was a temporary issue due to site maintenance and not a long-term issue. Are you currently having issues accessing, or downloading transactions from Well Fargo Advisors?

Thanks for the quick response. Yes, I am having this issue with one of my five accounts. The account I am having the issue with is a post tax brokerage account. The other four are retirement accounts. I am receiving the "Quicken unable to complete your request (OL-221-A)" message

https://community.quicken.com/discussion/comment/20422533#Comment_20422533

@QuickUserPSP

@shellyer - Wells Fargo Advisors uses Direct Connect that usually works without issue. The other unusual thing about your error is that usually it affects all accounts not just one. Even so, I think we can fix the issue easily, but it might entail deactivating and reactivating all your accounts with Wells Fargo Advisors. It all depends on what method you use to download transactions.

Currently how do you download transactions from Wells Fargo Advisors? Do you go to your online account and download from there? Or, do you update from within Quicken using One Step Update (OSU) or "Update Now"?

I typically go into the account and download. I deactivated all the accounts and setup direct connect to troubleshoot. When I attempt to download with DirectConnect it connects, but does not download any transactions for the one account. It seems to be account specific.

https://community.quicken.com/discussion/comment/20422543#Comment_20422543

@QuickUserPSP

@shellyer - It does seem account specific which is unusual for this type of error. The only thing I can think of to try is an account reset. Go to the Online Services tab of Account Details and click on the 'Reset Account' button. Go through the steps and log in when it asks. It might take a while to finish. Click on 'Ok' when it completes. Try the transaction download again via Web Connect and see if that error persists.

https://community.quicken.com/discussion/comment/20419724#Comment_20419724

I have been fine since February 21.

@GermanBlueRam did you get the OL-221-A error as well? If so, how did you resolve the error? It usually an error that the FI needs to resolve.

@QuickUserPSP When I try to reset the account I receive "Quicken could not complete the account reset"

https://www.quicken.com/support/error-message-ol-220-ol-221-ol-222-ol-223-ol-224-ol-225-or-ol-226-when-using-online-services

@shellyer your error situation is perplexing because you are using Direct Connect and the OL-221-A error only affects one out of five of your accounts. What bothers me now, is that your Account Reset did not complete. Usually when this happens, it's a sign that your file may have some corruption. Even so, that can be dealt with. But before we proceed any further, I think you need to contact Wells Fargo because the OL-221-A error is usually an error that the financial institution can only fix.

Here is a support article the describes the error

The contact information for Wells Fargo is in the attached link.

https://www.wellsfargo.com/help/online-banking/quicken-faqs/

Sorry I couldn't resolve your issue. But if you still don't have a resolution after contacting Wells Fargo, please circle back.

@shellyer have you tried a validate or a super validate? It may be something to try before contacting Wells Fargo.

Validate:

Go to File in Menu Bar
Click Validate and Repair File...
ChecK Validate File
Click OK
Close the Data Log

Super Validate:

Go to File in Menu Bar
Hold CTRL + Shift and click Validate and Repair File...
Check Super Validate File
Click OK
Close the Data Log

After both validates are done, try downloading transactions for the account again and see if the error persists.

https://community.quicken.com/discussion/comment/20422550#Comment_20422550

@QuickUserPSP - no, my problem was a lack of downloads for a couple of business days, with no error message.

With Wells Fargo Advisors, the only thing I can think of a possible problem with only one account is a need to authorize third party access. But that shouldn't lead to an OL-221-A error, as far as I know, and it wouldn't preclude the ability to download from the site.

@QuickUserPSP - thank you for the tip. I attempted the Validate and Super Validate. No dice. I still receive the same error when I open the file. I suppose the next step is to just contact Wells Fargo?

@QuickUserPSP - Well, I suppose there might be a silver lining. I "Deactivated" the account and then reactivated it. After doing so I was prompted to match a whole bunch of securities to existing securities. Then the system downloaded transactions from 3/6. I just have a gap of transactions missing from 2/15-3/6. I suppose I could always enter those older transactions manually if the system is now downloading the new ones. This is being done using the Direct Connect method. Downloading the file manually from the site still yields the OL-221-A error.

@shellyer yes at this point, your best bet is to contact Wells Fargo. The OL-221-A error is usually an error that the FI can only fix. Hopefully Wells Fargo can provide some insight to your situation which is somewhat odd since you only get the error on one of your five accounts with Wells Fargo Advisors.