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Downloads from Wells Fargo

barrys

my fiscal year end is June 30 and have not been able to download transactions from Wells fargo since 6/24. What is the status for this well known problem.

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[Deleted User]

@barrys How many accounts do you have with Wells Fargo? What type and what connection method are you using with your Wells Fargo accounts?

barrys

credit card and checking. none of the Quicken connection methods work.

barrys

tried to reset account account and then deactivated account and tried to add as new. nothing worked.

[Deleted User]

@barrys open your Account List (Ctrl-A) and in the "Download Transactions" column, what does it show for your Wells Fargo Accounts? It would be either (Direct Connect, Express Web Connect+, or Web Connect).

Do you get any error messages with you try to download your transactions?

barrys

Message: "Sorry. We are eencountering an error. (It's not your fault.) Quicken is having trouble connecting to Wells fargo."

[Deleted User]

@barrys what connection method does it show in your account list for your Wells Fargo accounts?

It would be either (Direct Connect, Express Web Connect+, or Web Connect).

[Deleted User]

@barrys It is unclear from your answers if transactions are not downloading, or if you are having issues reactivating your accounts.

Here are some steps you can try to get your accounts up and running again -

In Account Details, deactivate all Wells Fargo accounts by clicking "Deactivate" in the Online Services tab.
In Account Details, blank out FI Name and Account Numbers in the General tab for all Wells Fargo accounts.
Reactivate the account by using "Add Account". Type in "Wells Fargo".
Click on "Advanced Options" on the righthand side of the screen.
Click on "Continue" until you get to a screen that lists out the connection methods and select the option you are using, either "Express Web Connect" or "Direct Connect".
If you see a screen that asks what type of account, choose "Banking accounts".
Keep clicking next to come to the screen where you need to put in your user name and password.
If you choose "Direct Connect" you might get an error when you enter your username and password in step #7, but included in the error message is instructions to log on to a website to verify your identity. After you do that, you will have 10 minutes to return to Quicken and complete the activation process. You might get an error again, but if you do, just enter your username and password and try again.
After entering your user name and password successfully, you will then see a list of your accounts with Wells Fargo. Carefully link your accounts with WF to the accounts on Quicken.

Jonathanas

Well, I too am having this problem! I thought it was just because we went on vacation! Turns out NONE of WF transactions were downloading to Quicken (AND no error messages!) SO, barrys, I tried deactivating and reactivating WF (CC only) to no avail: At Step # 7, I get the same message caliqkn mentions: "Sorry…. invalid user ID or password…" (using the exact same user/pwd gets me into my account through my browser!) NEVER get to the error/solution mentioned in Step 8! SO now what?!