Some Accounts Will not do One Step Update

dnardozzi
dnardozzi Quicken Windows Subscription Member ✭✭✭
edited December 3 in Download, Add/Update Accounts (Windows)

I have three different Wells Fargo credit card accounts (tracking my two daughter's as well as mine). I can download my account using One Step Update, but when I try to add the other two accounts, it does not work. I also have two different Synchrony cards that I have never been able to update via One Step Update. Does anyone have any ideas to fix this?

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @dnardozzi,

    Thank you for sharing what you are experiencing with us.

    I have some follow-up questions for you.

    • Have all three Wells Fargo accounts been added to Quicken successfully in the past?
      • If so, how long ago were they working properly?
    • Are you the owner of the Wells Fargo accounts?
      • Or are these accounts that you are an authorized user on?
    • When adding these Wells Fargo accounts, are you going through an authorization process that directs you to the bank's website so you can authorize your accounts for use in Quicken?
      • If so, are you seeing all three accounts listed so you can authorize them all, or are these two not listed?
      • If you do see them listed for authorization, are they still listed when you are redirected back to Quicken?
    • What type of Synchrony cards do you hold, specifically?
      • Care Credit, Guitar Center, Home Depot?
    • Which instance in Quicken are you using to add/connect these Synchrony cards?

    Looking forward to your response.

    Quicken Alyssa

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  • dnardozzi
    dnardozzi Quicken Windows Subscription Member ✭✭✭

    Alyssa,

    Thank you for your response. Answers below:

    • Have all three Wells Fargo accounts been added to Quicken successfully in the past?
      • If so, how long ago were they working properly?
      • Added yes, but the two in question were never able to be One Step Updated
    • Are you the owner of the Wells Fargo accounts?
      • Or are these accounts that you are an authorized user on?
      • Not the owner, but I use their login info
    • When adding these Wells Fargo accounts, are you going through an authorization process that directs you to the bank's website so you can authorize your accounts for use in Quicken?
      • If so, are you seeing all three accounts listed so you can authorize them all, or are these two not listed?
      • Yes to the authorization process, but individually for each account, so I would only see one at a time. The accounts are created manually already. I get an "invalid user ID or password" message when I try to activate One Step Update, but they are correct.
      • If you do see them listed for authorization, are they still listed when you are redirected back to Quicken?
    • What type of Synchrony cards do you hold, specifically?
      • Care Credit, Guitar Center, Home Depot?
      • Sam's Club and TJ Maxx
    • Which instance in Quicken are you using to add/connect these Synchrony cards?
      • From the "Activate One Step Update" link. I get a message that my login credentials are wrong, but they are correct.

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