After update to R60.15 Not Able to direct connect with my brokerage

SteveTucker79

After updating to R60.15 my direct connection to wells fargo and gone away.

When I look at account details the box where you can choose web connect or direct connect is greyed out. (simple vs complete tracking.

On the online services tab is shows my connection is with Wells Fargo Advisers and the connection method is Direct Connect.

There is the option to reset but that scares me although it says no data will be lost. I have years of data that I can not afford to lose.

Have tried contacting Wells Fargo and quicken support but no help so far. Wells is escalating with a call back promised in 24-48 hours and quicken says it is not an issue with the update, which is when the problem started.

Appreciate any thoughts or helpful advice

Quicken Jasmine

Hello @SteveTucker79,

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. Search for Wells Fargo Advisors then click the Advanced Options button (see below)
   
9. Choose the Direct Connect option then click Next (see below)
   
10. 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
11. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Please let me know how this goes!

Quicken Jasmine

Hello @SteveTucker79,

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. Search for Wells Fargo Advisors then click the Advanced Options button (see below)
   
9. Choose the Direct Connect option then click Next (see below)
   
10. 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
11. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Please let me know how this goes!

SteveTucker79

YES!

Thank you so much for the speedy and helpful response!!!!

You saved the day…Wells Fargo was no help I might add. Supposedly I am in a queue for elevated tech support.

Thank you again. 5⭐to you!

Quicken Jasmine

Hello @SteveTucker79,

You are very welcome. I am happy that we could resolve this issue!

Please don't hesitate to reach out with any further questions or concerns.