The FIDIR.txt file (Financial Institutions Directory….the file that tells Quicken which FIs support Quicken with which connection methods and for which types of accounts) shows the following for Wealthfront:
My understanding is that investment transactions can only be downloaded by Direct Connect (DC), Express Web Connect+ (EWC+) and Web Connect (WC). However, this listing shows EWC and Investments together which is not possible. It also explains why those here who are trying to get Wealthfront set up for investment transactions downloads from within Quicken are getting unexpected results.
At this point, it seems clear that setting up Wealthfront for investment transactions downloads from within Quicken cannot be done. To start being able to download from within Quicken Wealthfront will need to contract with Intuit to set up support for the DC or EWC+ connection methods. Wealthfront owns making that decision.
Has anyone tried using WC (manually downloading transactions from the online Wealthfront account in QFX…also sometimes referred to as "Quicken" or "Web Connect"….format and then manually importing that file into Quicken)?
dolfan29 said: When using the app password supplied by Wealthfront, it finds the account but won't actually add the account even though Quicken says it did.
If you have the chance, you could save a backup by going to File > Copy or Backup File... in the upper menu at the top of the screen and then create a 'test' data file by going to the same menu and selecting New Quicken File... Next, choose New Quicken File in the screen that follows, and then click OK. After this, choose a file location on your computer and then click Save. Choose Don't use mobile and web when prompted.
You may then add your Wealthfront-associated accounts by navigating to the Add Account button in the upper left-hand side of the screen, denoted by the '+' symbol. Let us know if you see the same error message occurring in the test data file once this is attempted. This will help us identify the problem and give us clues about further options for troubleshooting.
I look forward to your reply.
dpward said: @Quicken Jared reminder about this please. I had a rather unhelpful interaction with Customer Support, who insisted that the FI would somehow need to fix this, even though they literally have zero control over Quicken's aggregation process.
dpward said: @Quicken Jared I spoke with Tier 2 support and they are investigating the problem. Can we add this to the Known Product Issues section please? Happy to provide case # if needed (feel free to message).
My wealthfront account is not connecting. It previously worked now it doesn't. i can't even login thru quicken even though login is valid. when i click on download transactions, quicken takes me to below web page
This XML file does not appear to have any style information associated with it. The document tree is shown below. <Errors xmlns="http://schema.intuit.com/platform/common/error/v1"><error><code>AuthenticationFailed</code><type>INPUT</type></error></Errors>
Just wanted to add another user having a sync issue with Wealthfront. Account is created and using the app-specific password. It will download, but Quicken does not keep the connection active. So each time you want to “sync” you have to go through the whole thing again and link to an existing account.
I have a Weathfront Cash account also. It creates the account but does not download any transactions, so the interest and any deposits are not shown. Once the account is created it does not automatically update either. Noticed under account details it says to setup online services. I went through the steps for it but does not download tranactions
Having the same issue with my Wealthfront Cash Account. Would welcome an update on this one.
Also experiencing this… Adding some thoughts and observations - some bits which may have already been stated in the prior conversation… apologies for restating the items already posted! I have also tried to add the "Cash Savings" account in a few different ways. By letting Quicken search for the "bank" when adding the account, by adding manually and then trying to download, and by downloading the .QFX file from Wealthfront website. It seems (and this part is based on some assumption and current understanding…) that Wealthfront is a Brokerage - so doesn't really have "savings account". It partners with other banks that actually hold the Savings account… But, when you try to add the account by letting Quicken go find it, Quicken is trying to add it as a Savings account type (Not sure who the responsible party is for this part? I assume Quicken team (someone above referenced that too)… Using the QFX file from the Wealthfront site does create the account as an investment account type… And it does pull in transactions. However, and this is where I might be doing things wrong (or over-complicating) next… There was a placeholder added for a Cash Equivalent Security… Straightened that out… I wanted to track the transferred dollars as transfers from the source accounts, so I have converted the transactions that were specified as Misc Income to Xin actions… and then needed to add a buy action transaction for each incoming transfer, etc… same thing for interest income… So, really, it seems like a lot of extra manual work to do even to use the QFX file… So, after all that rambling, I was trying another thought, I guess instead of creating the "cash equivalent" security business, could just leave it all as cash and just do the update of the transfers from MiscInc to Xin (I would expect to have to do that part manually regardless)…
I can confirm the same problem happens to me as well. Please prioritize the fix. Thanks!
Same problem - I can add my Wealthfront savings account (or link to the existing one), but no transactions are downloaded, and the connection does not persist. Immediately after linking or adding the account, if I look at the account details, I have the "Set up Online" option for that account.
Same problem. I can link to my Wealthfront Cash Account by creating an app specific password and sync once. After that, the connection does not persist. Said differently, after the one sync, the Online Services tab on Quicken reverts to having forgotten the setup. It allows be to setup again "Set up Now…". This is annoying at best. This is the only account I'm having the issue with.
same here. adding of the Wealthfront Cash account seemingly goes smoothly, but after it finishes nothing is downloaded and the online setup information is gone.
I also have a Wealthfront Brokerage and Line of Credit and have not tried to link them to Quicken (and don't plan to)
Did this once work and break? Or is this a new feature which hasn't really been tested?
Oh… but one thing did happen - it created a bogus backdated "opening balance" transaction equal to the opposite of my real balance and as a result my account balance was wrong (which is easy to fix as soon as you realize where the problem is.) I've seen this quirk with other accounts when the online setup changes.
I am also having the same problem. I thought it was due to me having previously closed my WF cash account, but I deleted that version and still see the download problem. @Quicken support, it is very frustrating that you are considering this a 'single user' issue. It is clearly a systemic issue with your method of handling Wealthfront. I am disappointed that you will not take it seriously.
I also have this or a similar issue. My WF savings account was created some time ago. Sorry for not recollecting exactly how. I've tried many times to set up Express Connect. Quicken appears to go through the steps and displays a way to link WF to my existing account, which I then accept, but in the end, there is no evidence in the account display of any connection. I hope somebody jumps on this with an appropriate wrench to fix it for all. Cheers!
As mentioned in my 4/3/2023 post above, transactions/account data with Wealthfront can only be downloaded/imported via the Web Connect method (manually downloading them in a QFX file from Wealthfront and then importing that file into Quicken).
This is also mentioned on Wealthfront's own website at (sorry, you will need to copy/paste this into your browser to see the article):
https://support.wealthfront.com/hc/en-us/articles/209353346-Can-I-export-my-Wealthfront-account-data-to-another-personal-finance-tool-like-Quicken-
Wealthfront also states in this article that not all accounts can be downloaded into Quicken via Web Connect. If you are not given the option to "Download into Quicken" from your online Wealthfront account it likely means your account cannot be downloaded into Quicken in which case you can set up your Wealthfront account and manage it manually.
This is not a Quicken issue. Wealthfront owns making the decision about whether or not to download data into Quicken and which method(s) they will support for that. If you want Wealthfront to add support for another method of download, such as Direct Connect or Express Web Connect+, you should contact Wealthfront and request them to contract with Intuit (the aggregator) to add that support. If they get enough requests, then perhaps at sometime in the future they will make the business case to initiate that contract with Intuit.
FYI: You can read more about the different methods Quicken uses to connect with financial institutions in this Support Article: https://www.quicken.com/support/how-quicken-connects-your-bank .
