Why won't Quicken download from Wells Fargo?

dbroo
dbroo Quicken Windows Subscription Member

We've been using Quicken for years. For some reason this month it won't download any new transactions. I'm not getting an error code. The download says it's successful, but there are no new transactions. I found a thread from last year referring to a long running problem that Quicken was working to solve.

How do I fix this problem?

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @dbroo,

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case).

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @dbroo,

    I haven’t heard from you yet and would like to know if you still require assistance?

    -Quicken Jasmine

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