For several days, Quicken (Windows) has been unable to access Wells Fargo Advisors. The error is just to try later. OL-290B.
An online account reset fails to remedy the situation.
Anyone else? Known current issue?
@dan7 this is a known issue that Quicken is currently investigating -
Was this "transistion" from direct to EWC really needed? If it ain't broke, don't fix it. Very frustratiing for a LOT of people.
It's the Financial Institution, NOT Q, that made that decision. SO, apparently, they felt it was needed.
@wnodowd Wells Fargo did not have a transition from Direct Connect (DC) to Express Web Connect+(EWC+). Wells Fargo still offers DC as a connection method for both banking and investment accounts, along with EWC+ and Web Connect (WC).
@dan7 When you do TOOLS, Account List … what shows in the "Financial Institution" column next to this account.
Because, looking just now at FIDIR.TXT which contains all of the FI names that have signed the contract to connect to Q, "Wells Fargo Advisors" doesn't show up.
Now, IIRC, WFA is a subsidiary of WFC (Wells Fargo 8 Company), but what are you showing?
@NotACPA - I don't remember when this happened but the FI name "Wells Fargo Advisors" was changed to "Wells Fargo Clearing Services". Even though the FI name has changed, "Wells Fargo Advisors" is still the name customers use.
There aren't separate FI's for the different connection methods. "Wells Fargo" supports DC, EWC+ and WC for non-investment accounts. "Wells Fargo Clearing Services" supports DC, EWC+, and WC for investment accounts. I am not sure why there are so many FIs set up for Wells Fargo. But those two I mentioned should work for all accounts.
@wnodowd you would need to click on "Advanced Options" and choose "Direct Connect" during account set up, otherwise it defaults to "Express Web Connect".
@dan7 - I have reverted back to R69.53 and all of my Wells Fargo accounts (banking and investments) are downloading transactions without issue.
I was just out on their website. WFCS is a subsidiary of WFA, which is a sub of WFC. The customers interact with WFA, but WFCS handles the operations.
I'm having the same problem as Dan and looking at my Account List I see "Direct Connect" - Wells Fargo Clearing Services. It also notes that the last download was November 6th , just before the errors started.
Steve
Correct. But the FI name on Quicken was changed from WFA to WFCS. That is what I was referring to.
@Steve4648 - open the Quicken Alert I sent to @dan7 at 7:12 am this morning. Click on the link in the alert. It contains instructions and a link to the prior version R69.53. If you revert back to this version, you should be able to download transactions without the OL-290-B error.
I reverted to R69.53 on Friday, and downloading transactions hasn't been an issue. Once Quicken gives the "green light" I will then update to the current version.
Thank You. I'll revert if they don't get it fixed soon. Went ahead and reverted today, everything updated using R69.53. Thanks again for the assistence.
Any updates on the issue connecting to Wells Fargo Clearing services?
@AAlbury what issues are you having? If you can give more details, it would be easier to troubleshoot your issue or provide a solution.
Just the message "an error has occured" - no details. Transaction updates were working fine prior to the latest quicken update.
