Wealthfront Connection Issues w/ Wealthfront (MAC)

PapaCito

I have an account with Wealthfront (Investments & Cash). I previously connected the WF Cash account to Quicken, but closed it in 2020. I also closed in Quicken (it's hidden in list).

I recently opened a new WF Cash account (same WF login credentials), but can't seem to connect it to Quicken. It says that my credentials are incorrect, which I know they are not as I am able to log on at WF.

Can someone please help? I reported to Quicken, but no solution has been provided.

Thanks!

Quicken Anja

Hello @PapaCito,

We appreciate you letting us know about this issue you are experiencing!

Upon reviewing your account, we found that you are receiving an FDP-103 error internally.

Please take a moment to review and follow the error-specific troubleshooting instructions found in this support article regarding this error.

Make sure to follow every step carefully, as skipping any may affect the outcome.

Hope this helps!

PapaCito

Hi Anja,

Thanks for your response! I contacted support to escalate this issue, but it is no longer necessary as I was using the wrong credentials - my fault. Unfortunately, I am now getting an Care Code: CC-929 (QCS-0429-2) error because of too many unsuccessful attempts. I contacted support again to see if they can unlock error so i can use the correct credentals, but they informed me it is not possible because they need to resolve the original FDP-103 error first (which i told them isn't necessary - it was my error). They told me to wait as the escalation team needs to

Can you advise? I just need to resolve the CC-929 error so i can enter the correct credentials. I tried resetting the cloud settings, signing out, and signing back in after an hour. That didn't work :(

Thanks!

Quicken Anja

@PapaCito Thanks for following up!

Next, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. Since you mentioned you were using the wrong password before, it's possible that the incorrect credentials may have been saved in Keychains. Clearing it out from there might help resolve this issue.

However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution (and under the same credentials).

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution under the same credentials that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there is more than one account associated with this financial institution and credentials, please repeat steps 1 through 3 for each account)
4. Quit Quicken
5. Open Spotlight Search (you will see a small magnifying glass in the top menu)
6. Search for Keychain Access and open the Keychain Access app
7. On the left panel in the Keychain Access app, select Login and select Passwords at the top
8. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
9. Quit the Keychain Access app and reopen Quicken
10. Navigate to Accounts > Add Account...
11. Use the search field at the top of the list to find and select your financial institution and click Continue
12. Follow the prompts to sign in using your login credentials associated with the financial institution
13. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let us know how it goes!

PapaCito

HI Anja,

The account is not currently connected because I closed it in Quicken a while back. There is no keychain passwords associated with Wealthfront because I don't currently track Wealthfront on quicken or any other platforms. I double checked on Keychain too.

Any other thoughts?

Thanks!

Calvin

Quicken Anja

Thank you for following up again!

Could you please send us your log files so we can review them for any internal causes that may be related to this issue? Here’s how:

1. In Quicken, go to Help > Report a Problem.
2. Check the boxes for:
   • Include log files
   • Include a screenshot (if applicable)
3. In the description, mention: "Wealthfront Connect Issue"
4. Click Send to Quicken.

Once you’ve submitted the report, just let me know here and we’ll take a look to see if the logs reveal anything further.

Thank you!