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One Step Update

raffid

I switched my Wells Fargo accounts from Express Web Connect to Direct Connect. All went well and the accounts now show as Direct Connect in the accounts list. However One Step Update is still trying to update them using Express Web Connect. The update completes without errors but no transactions are downloaded. How can I change the One Step Update method from Express Web Connect to Direct Connect?

Thanks.
Raffi

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One Step Update

Accepted answers

[Deleted User]

@raffid - thank you for that feedback. Yes, there are some other things to try before the File-Copy process.

Data file validate and super validate. Click on File→Validate and repair file. Follow the prompts to validate your data file. Then, check to see if those keys are still there.
Do a "Update Now" in each of your WF Account registers. In your account register, click on the "gear" icon in the upper right, then select "Update now".
Uninstall and reinstall the Quicken program. This might clean up some "clutter" that might be causing the issue. Also, doing this will not affect your data file.

Not sure if these steps will help, but it's worth a try. It may be over-kill, but I am pretty confident that the File-Copy process will work. Otherwise, your other option is to contact Quicken Support.

All comments

[Deleted User]

@raffid - go to your Account List (Ctrl-A) and show hidden accounts (checkbox in left hand corner). Look in the "Transaction Download" column for all your Wells Fargo accounts. They should all show "Yes (Direct Connect)". If so, then your accounts should all be updating with Direct Connect (DC). Did you get any messages or indication that your Wells Fargo accounts are still using Express Web Connect+?

raffid

Hi, thanks for the reply. Yes, all accounts with Wells Fargo including the hidden ones have Direct Connect under transaction download. However in the One Step Update settings there's a gold key next to the Wells Fargo accounts and when I click the gold key a popup comes up and says Express Web Connect. When I run One Step Update, it completes with no errors but transactions are not downloaded. I'm guessing the connection method for One Step Update needs to change to Direct Connect, and I would guess Quicken would have taken care of this when the transaction download method was changed for the accounts, but seems it didn't. Is there an additional step needed to change the One Step Update connection method?

Raffi

[Deleted User]

@raffid - yes, you are right. That key indicates EWC or EWC+. Account usings DC should not have the key.

I would first try deactivating all your Wells Fargo account online connections and then reconnect again with DC.

If that still doesn't work, you may need to do a "File-Copy" to give you a "fresh start" with your online connections. To do that, click on File→Copy or backup file, and choose "Create a copy or template". Follow the prompts to create a copy of your data file. Once done, you will need to re-setup online connections for all accounts in the new file. You shouldn't have any issues with setting up your Wells Fargo accounts with DC.

raffid

I have already deactivated and reconnected with DC and the One Step Update still has EWC+. The File→Copy method seems like overkill. Is there another (simpler) way to change the connection method in One Step Update? Or possibly to remove the EWC+ connection from One Step Update so quicken can set it up correctly during deactivate/reconnect?

Raffi

[Deleted User]

@raffid - thank you for that feedback. Yes, there are some other things to try before the File-Copy process.

Data file validate and super validate. Click on File→Validate and repair file. Follow the prompts to validate your data file. Then, check to see if those keys are still there.
Do a "Update Now" in each of your WF Account registers. In your account register, click on the "gear" icon in the upper right, then select "Update now".
Uninstall and reinstall the Quicken program. This might clean up some "clutter" that might be causing the issue. Also, doing this will not affect your data file.

raffid

Validating the file worked. The EWC+ was replaced with Direct Connect and the transactions were downloaded. Thanks for your help.

Raffi

[Deleted User]

Thank you for circling back with the resolution to the issue. Sometimes it's the simplest solution that works.

tjlee089

My PNC account shows "direct connect" but also shows a gold key on the OSU settings menu. When I click on the key, the screen opens to change the password, indicating direct connect. Perhaps unrelated, but updaing this account requires me to turn on my Norton VPN or reset the account up to 10 times to connect. Othewise, update fails with OL-297-A. Any way to avoid the VPN or get rid of the gold key or should I just ignore both issues and continue to live with them?

[Deleted User]

@tjlee089 you did not mention it, but have you tried doing a validate on your data file, or any other troubleshooting steps?

mmpunch

If you are still having trouble, try this…. It worked for me.

Someone had the problem and this fixed it for them. I tried it, and it fixed it for me. The part about "DO NOT USE SET UP NOW", is very important.Back up your data file.Deactivate the account on the Online Service tab of Account Details. If it is an investment account, change the tracking method from Simple to Complete on the General tab of Account Details.Go to Tools > Add Account (or click on the "+" symbol above the Account Bar List which will open Add Account) to set up downloading with Direct Connect….DO NOT USE SET UP NOW**.**During this process you will likely be prompted to decide what to do with the downloaded data. For the accounts that are already connected correctly, make sure to select "Do Not Add". For the account in question that you need fixed, make sure you Link it to the account that is already in Quicken.

https://www.reddit.com/.../are_vanguard_imports_hot.../www.reddit.com

tjlee089

Validate did nothing. I did deactivate/reactivate for PNC on 1 of 3 PCs that have Quicken. The reactivate was successful and connects fine without the VPN or reset attempts. The text looks different on the Account Details page.

PREVIOUSLY: Financial institution: PNC Bank - Direct Connect, Connection Method: Direct Connect

NOW: Financial institution: PNC Bank - Direct Connect, Connection Method: Express Web Connect+

The gold key still shows but now says "Express Web Connect+" as I suppose it should. I have been dealing with this issue fo several years. Hopefully solved now. Thanks for suggestion.

[Deleted User]

@tjlee089 - your results although similar was not the same as the OP of this thread. His accounts were updated to Direct Connect but his OSU settings indicated he was still using Express Web Connect+. After the fix, the connection method for his account remained Direct Connect and the gold keys disappeared (as they should have).

It looks like you were also using Direct Connect, but after your fix, the connection method was updated to Express Web Connect+. I think this happened because you disconnected and reconnected and, in the process, you switched connection methods.

I wasn't sure if this switch was intentional and if you are ok with using EWC+ instead of DC?

tjlee089

After years of working properly, PNC connection issues (above post) started. I don't beleve I ever intentionally changed the connection. I beleve PNC changed it. I made numerous calls to PNC about the issue. They always said someone would get back to me, but no one ever did. Finally, I had the "guts" to try deactivate/reactivate and it worked. EWC+ is working great on all 3 PCs. Thanks.

tjlee089

To make things even more confusing, the Quicken connection to PNC says "PNC-Direct Connection" even though the actual connection is now EWC+.

mmpunch

https://community.quicken.com/discussion/comment/20486767#Comment_20486767

If you are still having trouble, try this…. It worked for me.

https://www.reddit.com/.../are_vanguard_imports_hot.../www.reddit.com

[Deleted User]

@tjlee089 - from what I can see from your description, your connection is set up just fine with EWC+. I wouldn't change it. The financial institution name "PNC-Direct Connection" is just a name and doesn't mean your connection is Direct Connect. They really need to change the name because you can connect to either DC or EWC with this FI Name. So barring any other issues, it looks like things are running as they should and you are all set.

mmpunch

https://community.quicken.com/discussion/comment/20486790#Comment_20486790

I can postively say that my 3 Investment Firms are indeed setup as “Direct Connect”. Most of my banking institutions are setup as “Express Web Connect+", with only a few setup as “Express Web Connect”. The most recent re-setup of VG did not work the usual way by deactivating and reactivating using "setup up now”; however, I was able to fix it using the other method earlier described. Not sure why one method worked correctly while the other did not because they should both work.