Cannot connect Wells Fargo account to Quicken Simplifi

leejeremy00

I'm unable to add my Wells Fargo account to Quicken Simplifi.

How I'm trying to add:

1. Click "+" to add an account
2. type wells fargo
3. enter my login information
4. I consistently receive the error below every single time

I've tried to add the account countless different ways. I've tried on several different browsers. I've tried on a private browser. I've tried to add via the phone app on different devices. I've called Wells Fargo CS, and they've confirmed that there is nothing on the WF end that might be blocking my account being added.

Not sure if this makes a difference, but my WF account is for my BILT credit card, which I used to pay for rent.

I'm struggling to understand how something so fundamental and simple like adding an account for a very common bank can be so difficult here…

CaliQkn

@leejeremy00 - it looks like you are using Quicken Simplifi. This community forum is for Quicken Classic.

You can find the Simplifi Community forum here

https://community.simplifimoney.com/

But otherwise, I am familiar with the error. Wells Fargo needs to confirm your identity before you can establish a connection. If you go to an ATM, you can confirm your identity there, or call the number provided.

leejeremy00

"Wells Fargo needs to confirm your identity" —This is not correct. When I called WF and BILT CS, both had no idea how to confirm or verify my identity. This is not something they can or know how to do.

Steps that actually worked:

1. Updated my WF account to have my cell for 2FA. Previously, my email was the only approved way to get my 2FA code.
2. DO NOT click the Wells Fargo logo button to add the account. Type "Wells Fargo" into the search bar and select "Well Fargo credit accounts" from the dropdown menu

After doing these steps, I got the account to connect. I did not get an error message. After inputting my login info, the system asked to send a 2FA code to my phone via text. Then I was able to connect my BILT/WF account.

CaliQkn

@leejeremy00 - If you look at the wording at the top of the screen print you provided, it does say "Verify your identity".

I think it can work multiple ways.

If you simply updated your online account with WF, then WF needs to update their message that you received. It seems then outdated.

But I can tell you first hand that I got the same message as you did (a while ago) and resolved it by going to the ATM.