Receive "unknown type" when trying to add brokerage - Wells Fargo Advisors

Reese Shellman · April 2020

I am using Quicken Deluxe - Quicken 2020 Home.
When I try to add "brokerage" accounts they are found when searching the bank but they are listed as "Unknown Type - Ignore".
How do I add the accounts?
Thanks in advance for your help.
Reese

Quicken_Tyka · April 2020

Hello @Reese Shellman

Thank you for taking the time to share the details of this issue with the Community, although I apologize that you have not yet received a response.

If you are still needing assistance with the "unknown type" error message, please see the information and steps available here.

If the error persists, I recommend contacting Quicken Support for assistance with some advanced troubleshooting steps that may include a review of your log files and escalation to our service providers.

Please let us know how it goes, thank you.

-Quicken Tyka

Ps56k2 · April 2020

What brokerage -
as there have been several postings with a couple of specific firms -

Reese Shellman · April 2020

Wells Fargo Advisors . . . thanks for asking.

Quicken_Tyka · April 2020

Hello @Reese Shellman

Thank you for taking the time to share the details of this issue with the Community, although I apologize that you have not yet received a response.

If you are still needing assistance with the "unknown type" error message, please see the information and steps available here.

If the error persists, I recommend contacting Quicken Support for assistance with some advanced troubleshooting steps that may include a review of your log files and escalation to our service providers.

Please let us know how it goes, thank you.

-Quicken Tyka

Receive "unknown type" when trying to add brokerage - Wells Fargo Advisors

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