new laptop - wells fargo wont let quicken download to new computer

jamessmitley5974

OL-301-A is the error code I get and when I got to the suggested site there is no follow through for quicken

[Deleted User]

@jamessmitley5974 it looks like you are using Direct Connect for online services with your Wells Fargo accounts. Here are some steps to take to get your Wells Fargo accounts up and running again -

1. In Account Details, deactivate all Wells Fargo accounts by clicking "Deactivate" in the Online Services tab.
2. In Account Details, blank out FI Name and Account Numbers in the General tab for all Wells Fargo accounts.
3. Reactivate the account by using "Add Account". Type in "Wells Fargo".
4. Click on "Advanced Options" on the righthand side of the screen.
5. 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".
6. If you see a screen that asks what type of account, choose "Banking accounts".
7. Keep clicking next to come to the screen where you need to put in your user name and password.
8. 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.
9. 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.

Some of these steps might not be applicable if you already went through the FMSSETUP process (step #8). If you need to connect your Wells Fargo investment accounts, use "Wells Fargo Advisors" in step #3