WF Brokerage not downloading transactions

MichaelCortese
MichaelCortese Member ✭✭✭
edited November 2023 in Download, Add/Update Accounts (Windows)

I have a month old WF Advisors account. Transactions are not downloading. There is definitely activity. It gives no error when I try to do an update. I haven't had 1 transaction download for the last month even though there were 5 transactions.

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @MichaelCortese,

    Let’s try a few troubleshooting steps for this issue—you can find these steps in this article that discusses missing transactions. It is recommended to save a backup before proceeding with troubleshooting steps.

    Please come back and update us!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • MichaelCortese
    MichaelCortese Member ✭✭✭

    It appears it might be a WF problem. When I download an excel file the transactions are there. When I download a QFX file and try to import it it says there are no transactions.

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