How do I get Quicken to reset the allowable connection types?

@nissende - What @NotACPA is generally true but there are things that can sometimes be done by both the financial institutions and by us to get around this.

Business financial institutions (such as Wells Fargo Bank) will often have multiple Quicken financial institutions (the listings in Add Account and Set Up Now) so multiple types of download connections can be set up by Quicken users. Selecting the correct Quicken financial institutions for setting up account downloads can be critical for getting the type of download connections that you want/need. And this is true for set up of WF accounts.

It sounds like you have two different kinds of accounts with WF….Spending (checking, savings, credit card?) and Investment (because you mentioned it "won't let me switch the Tracking Method back to Complete" comment). Let me know if I am mistaken about this.

Assuming my assumption is correct it tells me that your Investment account is now set up with the EWC+ connection method. EWC+ can sometimes be used to support investment accounts (if the bank supports it) and while some banks will support Complete & Simple Tracking with EWC+ others will support only Simple Tracking with it. Since you do not have the option to select Complete it means that WF does not support Complete with EWC+.

To get your accounts all set up with DC, again, you might want to try doing the following.

1. In each of your WF Spending accounts (checking, savings, credit card): Enter & save your Opening Balance transaction dollar amount into the Memo field. (This is not necessary but it can be very helpful if/when Quicken changes the Opening Balance transaction dollar amount during a connection change which sometimes does happen.)
2. Backup your data file.
3. Go to the Online Services tab of Account Details for each WF account and click on Deactivate.
4. For your Investment Account(s): Go to Add Account > type "Wells Fargo Advisors" into the search field (do not click on the WF logo icon) > click on "Advanced options" (not on "Next") > select the Direct Connect option > Next > follow the prompts to set up the download connection, carefully making sure to Link the download(s) to the correct investment account(s) that are already included in Quicken.
5. Once complete, go to the General tab of Account Details and you should now be able to change your Investment account(s) back from Simple to Complete.
6. For your Spending Accounts: Go to Add Account > type "Wells Fargo" into the search field (do not click on the WF logo icon) > click on "Advanced options" (not on "Next") > select the Direct Connect option > Next > follow the prompts to set up the download connection, carefully making sure to Link the download(s) to the correct spending account(s) that are already included in Quicken. **If the investment account(s) also download, be sure to click on Do Not Add for them.
7. Once complete, check the account balances. If the balances are off, check the Opening Balance transactions and if it do not match what you previously entered into the Memo fields, change them to match what is in the Memo fields.
8. If the account balances are still off, scroll back from today's date looking for duplicate transactions. If you find any, delete one of them and retain the other. Generally, duplicates, if they occur at all, will be within the last 90-days window.

When completed all of your accounts should be set up for DC downloads and your investment accounts should be able to be set to Complete Tracking.

Did this resolve the issue for you?