Re: Wells Fargo One Step Update

On Mon, 25 Dec 2023 08:15:13 -0600, John Pollard <[email protected]>
wrote:

>On 12/24/23 9:03 AM, Ken Blake wrote:
>> 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?"
>
>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.


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.