Unable to Download Transactions with Wells Fargo [Edited]
Can't download account transaction from Wells Fargo should have been fixed by now,No info from Quicken except it's an ongoing issue.Will not be renewing. Bye.
Comments
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I and many others are able to download from WF via both Direct Connect and Express Web Connect+.
Since you have not posted anything about your WF download issues in this Community, I cannot determine what your issue(s) are about. Provide some details of the issue(s) you are experiencing and perhaps I or someone else might be able to assist:
- What type(s) of accounts?
- What connection method are you trying to set up with?
- What error code(s) and/or messages are you getting?
- Any additional information you feel might be helpful?
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
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-Quicken Jasmine
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Yes I am still having problems see screen shot. Yes I also know about
Direct Connect and Express Web Connect.
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Have you seen the info provided in the "box" in your graphic? It's not apparent that this is a Q problem … it appears to be User error.
And without knowing which connection method you're using with WF, there's not much that we can do.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
Yes, for a WF DC connection you must first register on the WF website in order to set up the connection. See the URL in that box to initiate and complete the registration process.
Pre-registraion is not needed for setting up an EWC+ connection.
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
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If you are getting this error message after completing the registration and within the time window, then it might be your PW. Do you have any special characters in your PW?
See the Support Article at the following link regarding special characters in PWs that can sometimes cause a connection set up issue: .
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
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September 17 edited October 1
We have confirmed an issue with users trying to connect with Wells Fargo receiving a User Access Denied in Quicken for Windows and Quicken for Mac. If you encounter this issue, please contact Quicken Support for assistance.
To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community.
Thank you!
(Ticket# 11283487)
UPDATE 9/24/24
We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your patience.
ONGOING 10/1/24
This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.
We apologize for any inconvenience and appreciate your patience.
Thank you!
November 9 2024 problem still exsist.
The screen shot is were i add account to download my transaction it works for capital one accounts and my other accounts but not wells fargo. it use to work for my wells fargo but not now nad i am not the only one with this problem. no need to respond to this, been using quicken since quicken 6 for dos and know how to login to my bank account but am done with quicken.
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I have just experienced a similar issue with Wells Fargo, starting yesterday I got an error when doing a One Step Update. Note that I have been syncing previously with no issue. Looked on my Quicken Support pages and did not see anyone posting about problems. Any news? Anyone else with problems?
this is from 1 of my 10 accounts; while trying to "Fix" the problem, I have now become totally disconnected on one account.
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Ive been using Wells Fargo since 1990 I know what my username and password is. I also have been using Quicken since version 6 for dos.I also use quicken with other accounts with no problems,Wells Fargo is my main account and I only been have this problem since october or so of this year. and from readin other post i'm not the only one.
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I was able to fix my issue by reauthorizing my accounts on WF site. Then I was able to reconnect. No issues now.
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Yes, that is the normal protocol for DC when getting that error message. I've found that every once in a while (not very often) I need to go through the reauthorization process at the URL that is listed in that error message. Thanks for confirming it worked for you.
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
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I have recently updated to version R59.35 with Quicken Classic and after doing so all of my accounts needed attention. Each of them had a red circle with a line thru it beside the account names in the side bar. I had to essentially reauthenticate with each and that went ok. I have been downloading daily and found it odd when my Wells Fargo did not download any transactions for a couple days. At first, I just thought there were not any, now I know that is not true. I am 99% sure this problem only seemed to happen after R59.35 was installed . I run Windows 10 64bit on Parallels Desktop for Mac Home Edition
15.1.5 (47309)The download actually succeeds but I get zero transactions AND it shows online balance of zero and has an odd 'as of date'. I have deactivated and reactivated twice, same thing. I am using direct connect.
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I'm having the same issue - I re setup all my accounts after the upgrade - and just did Wells Fargo again - but still no updated transactions. I also noticed that in the footer/total area - it doesn't even show my online balance.
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I was having the problem described here after having to move to Direct Connect last week since WF no longer doing one step—at least I found out they are doing a rolling change over, wish I had gotten a message saying same was happening! I called WF and they did something on their end and I had to go to the bank's website and download from there for each account separately. Then the updated information appeared in my accounts in Quicken. I was told that having done this means that next time I download in Quicken the updates should appear. If not, I guess I will have to repeat the procedure for each account—sigh! Hope I do not have to call them again since the AI steps to get to someone is annoying to put it mildly. A few years ago there was a prolonged period when the only way to download from WF (via one-step) was to download from their website. It finally got fixed. I sure hope this is not going to be repeated now with Direct Connect. All was going so well with one-step.
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Hello All,
Who all is experiencing issues with Wells Fargo still? If so, would you mind providing more information on what exactly is going on?
Thanks!
-Quicken Jasmine
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I had to call support and essentially do the following
1) Disable online access to that account2) Sign out of quicken cloud (choose sign in as a different user)
3) Sign back in to quicken cloud
4) Re-enable online connectivity with WF
And it then downloaded and I am back in business. My data file is pretty big so if yours is and you follow be patient when it says it is working cause it took 5+ mins to give me the success screen.
Hope this helps.
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Hello @nosnum,
Thank you for coming to share these troubleshooting steps with other users! I am happy to hear that you were able to get the issue resolved!
-Quicken Jasmine
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Here is the issue I'm experiencing - which sounds like others.
I can setup my online access for Wells Fargo (I only have credit cards - two of them), and the accounts show up - they link to the right accounts - and no errors occur. Even on the initial setup - it says it downloaded lots of transaction. However, on the initial setup, and subsequent updates - no new transaction appear. Also, in the bottom summary bar, where normally there is an "Online Balance" total, for my Wells Fargo accounts, there is nothing. Not even the heading of "Online Balance".
I tried the steps @nosnum shared, but those did not restore my connectivity.
Also, Quicken updated to the latest version of R60.15 before I tried this today. I'm running on Windows 10.
Rich
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For those who are experiencing this no-transactions-downloading issue: When looking at the Account Register, directly beneath the account name above the Register and on the left, do you see the date and time of the last download and does that date/time reflect when you last ran OSU or set up the account for downloading?
Also, in that same line, do you also see the connection method listed?
Here is an example showing what I am asking about….see what is shaded in yellow. You should be seeing this with the date/time of the last download being accurate.:
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
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Mine shows the date and time of my last OSU. Here is what mine shows.
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I just tried to download. Got the information at the top of the WF accounts with 'Last downloaded December 6, 2024-1:15pm (Direct Connect)' Nothing was downloaded so I went to the WF web page to check and saw that there was a new item and it did not download. So I downloaded from the WF account on the WF website, then went to explorer and clicked on the downloaded .qfx file. And then saw it in the WF Quicken page as downloaded.
I called WF with the same problem again yesterday. They had me deactivate from online all my WF accts on Quicken, then use the wellsfargo.com/fmssetup and sign in, then add and link all the accounts to activate in Quicken as usual when reactivating. Again, they said this would now authorize downloading the information from within Quicken—no it does not, at least for me. This is the third time doing this but it is clear that Direct Connect is not working to download anything so it is either a problem on the WF side or Quicken side. No error is given. My other non WF accounts update just fine.
A few years ago was not able to download from WF for a long period using express web connect and had to go to WF and download from their site. This was fixed after a long time. That was a 2 step approach, now it is a 3 step 1.go to WF website and download for each WF account 2. (new step) go to explorer and click on downloaded file, 3. check in Quicken to categorize the downloaded information. Deactivating and reactivating via the WF fmssetup does not help. Whew!
Sure hope this gets fixed soon. I have now called WF 3 times for the same problem over a few days since the change over. The recent forced move to Direct Connect is not in any way a direct connect. It is extremely indirect. Hope it gets fixed soon.
Using W10. latest version updated by MS today.
Thank you
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Hello @cmumathwhiz and @Trini,
To further investigate this issue, we will need additional information. Please submit a problem report by going to Help>Report a Problem, and sending the report with log files attached.
Since this is an issue with missing transactions, we will also need the following additional information:
- At least 3 samples of transactions (preferably between 5 and 14 days old) that are posted on the bank side, but are not showing in Quicken.
- A screenshot of those transactions on the bank's website (please redact any personal information)
- A screenshot of the register in Quicken, showing that it does not have those transactions.
- The name of the account as it shows in your Quicken and as it shows on the bank's website.
If you are not comfortable posting that information here, please include it in the Problem Report. Note - There is a maximum of 10 attachments you can send with a problem report. If this would push it over that maximum, you may need to send a second problem report where you'd unselect the logs and send just the screenshots.
Thank you!
(CTP-11680)
Quicken Kristina
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I have submitted two problems reports - first with the log files, and then a 2nd with the screen shots of the register online for Wells Fargo and the register in Quicken. In answer to your questions @Quicken Kristina :
- Examples:
- 11/30/24 SP TRX TRAINING $244.80
- 11/29/24 SQ *MEISTER 'S $73.35
- 11/29/24 WINESHOP AT HOME$297.65
- Included in 2nd problem report.
- Included in 2nd problem report.
- Account names:
- Quicken: Wells Fargo Active Cash
- Wells Fargo website: WELLS FARGO ACTIVE CASH VISA® CARD
This is also happening with my other Wells Fargo account of CHOICE PRIVILEGES® MASTERCARD®
Rich
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I have already downloaded from WF by doing it from the WF website. So I did get the downloads following the 3 steps I gave in my last message so the screens in WF and on Quicken will now match. Next time I try to download from Quicken using one step I will have the information you requested.
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Trying to delete my comment on this but it won't delete. Got mine working.
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Would you care to share what you did to get your download connection to work? I'm sure there are others who would be very interested in that information.
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
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I've provided the info as requested a few days ago - can you at least confirm that you've received what you need to look into and resolve this issue?
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Hello @cmumathwhiz,
Kristina is out of office today, however, yes, the information you submitted has been received and escalated for further investigation, though we do not have an ETA on resolution.
Thank you!
(CTP-11680)
-Quicken Anja
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Thank you for the confirmation! I understand that issues can take a while to figure out and resolve.
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You’re welcome!
-Quicken Anja
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