Wells Fargo One Step Update

Ken Blake <[email protected]> Sun, 24 Dec 2023 08:03:20 -0700
Newsgroups alt.comp.software.financial.quicken
Message-ID <[email protected]>
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?"