Wells Fargo One Step Update

[Ken Blake]

I may have asked a similar question a while back about a different
account, so if I did, my apologies. I searched for the answer and
couldn't find it, so here is the current problem I'd like help with:


I have two Visa Credit Cards with Wells Fargo, but one is inactive and
I don't care about it. When I did a one-step update I used to get a
warning that WF had changed and I needed to change my settings. I
tried and it didn't work. I can't remember what I did but the result
is now that an all-accounts OSU no long includes WF.

So I went to Account List and under Transaction Download, it says "No
(Activate download)". I choose that and it asks me to sign in to
connect my accounts to Quicken. I then get a message asking me to sign
into Wells Fargo Bank. A web page opens in FireFox Asking for a phone
number to text for a one-time code. I get the code and enter it, and
the web site shows my both WF CC accounts, both grayed out (previously
entitled for sharing with Quicken). I click Continue and then Connect
and Quicken then provides an Activate One Step Update Windows showing
both CC accounts

But both accounts are shown as type "Checking." and under "Nickname
in Quicken" there are two no longer used checking account names. The
default action is "Link to existing..." and the two other choices are
"Add to Quicken" and "Don't add to Quicken.


Nothing I've tried has worked. What can I do to make this work
properly?"

[John Pollard]

You're not the only one having difficulties with Wells Fargo.

Here's one Quicken Community discussion http://tinyurl.com/y9uav5sv
There are others.

I'm not a Wells Fargo customer, so I can't provide any first hand
information.

But I believe that Wells Fargo is in the midst of a conversion to the
Express Web Connect+ (EWC+) connection method; and I think that is what
is bedeviling many Wells Fargo users.

Here's a Quicken Community Alert for the Wells Fargo conversion:
http://tinyurl.com/yw8mxwkj

I think I read somewhere in the Quicken Community that Wells Fargo
Direct Connect users did not need to migrate to EWC+ (at least not at
this time).

[The changeover to EWC+ for other financial institutions has frequently
been accompanied by glitches; I think in most cases, users had to wait
until the problems were fixed. And either party, Quicken or the
financial institution (or both), may be the culprit.]

If the Community Alert above does not help, to insure you give yourself
the best chance to succeed, I suggest:
1.) Deactivate EVERY Wells Fargo account in your file (including any
hidden, or unused, accounts)
2.) Use the Add Account process to "re-activate" your Wells Fargo
accounts. When you finish the authorization part of the process (having
authorized every Wells Fargo account you want to download), Quicken
should present you with each WF account it finds; typically. with the
opportunity to choose Account Type, and Add Account, Link Account (you
must make sure the "link" is to the correct Quicken account), or Do Not
Add Account.

If Quicken presents the wrong Account Type and does not give you the
opportunity to change it, I don't think you have much choice except to
wait until the issue is fixed.

[Ken Blake]

On Mon, 25 Dec 2023 08:15:13 -0600, John Pollard <8plu...@gmail.com>
wrote:

OK, thanks for trying. I think I'll wait. What's happening now is that
Wells Fargo Credit Card transactions are going to this obsolete bank
account. I get around the problem by cutting and pasting the
transactions to the correct account.