WELLS FARGO - TRYING TO ADD ACCOUNT

Hello @mike_damico,

Thank you for sharing your experience.

I have some follow-up questions for you:

• How long have you been getting this error?
• Were these accounts previously connected, or are they being added for the first time?
• Are you trying to use the Direct Connect connection method when adding these accounts?
  • If so, is there a reason you prefer this connection method?
    • If not, you can try using a different method.
• Did you use the URL in the screenshot you shared before adding these accounts?
  • If not, that would be a good first step.

Looking forward to your response!

@mike_damico,

Thank you for following up with additional information.

I am not seeing any errors internally. We do have a Support Article on adding accounts to Quicken.

To add accounts (such as checking, savings, and credit cards):

1. At the top of the Account Bar, click the + (plus sign) button.
2. Type in the name of your financial institution.
3. Select your financial institution from the results list and click Advanced Options.
4. Click Continue. Then select Express Web Connect and click Next.
5. Follow the on-screen instructions. You will be redirected to the Wells Fargo website to authorize your accounts for use in Quicken.
6. Once you have authorized the accounts, you will be redirected back to Quicken, where you can complete the process of adding the accounts.

Note: Some account types are not available in all versions of Quicken. To view which account types are supported in your Quicken product, visit this comparison page. For more information on this, view the article linked above.

Let us know how it goes!