re-establishing downloads from Wells Fargo Advisors -- cannot choose "complete" (vs. simple) acctg

susan.beesley
susan.beesley Member ✭✭
edited October 10 in Download, Add/Update Accounts (Windows)

I was re-establishing downloads from WFA because I had copied my quicken file. I have set it up as direct connect and as express web connect, and either way I get greyed-out choices between "complete" and "simple" tracking. In the past this was not a problem. This is on Windows, with Quicken totally up to date.

The Quicken agent I chatted with suggested trying express web connect instead of direct connect and then disappeared while I was trying it. Any ideas?

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @susan.beesley,

    Would you mind sharing the ticket number that would have been given to you during your Quicken Support interaction?

    Thanks!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • susan.beesley
    susan.beesley Member ✭✭

    I don't recall any ticket number. It was a chat.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @susan.beesley,

    I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

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    Thanks!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @susan.beesley,

    Are you still requiring assistance?

    Let me know!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.

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