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  • retirement plan moved - how do I update Quicken? — Quicken
    Long story short, Wells Fargo Institutional Retirement Trust sold their retirement business to Principal back in 2019 That is why Wells Fargo would no longer have any access to your retirement account history I am not sure when your retirement account converted over to Principal, but I think it would have been sometime in 2020
  • Wells Fargo Retirement Plans unavailable? - Quicken
    I'm attempting to add my Wells Fargo 401k into Quicken, and after hours of pulling my hair out, I have no idea how I can resolve this When I add a 401k, and select Wells Fargo Retirement Plans - it just takes me to a manual entry page, where it asks me to add all my securities manually
  • Confused about the Wells Fargo change — Quicken
    To answer your question, it depends If you use the bank bill pay through Quicken feature, that feature works only with Direct Connect; it will not work with Express Web Connect+ If you track Wells Fargo accounts under more than one User ID, Direct Connect is the better choice If neither of those apply, then it's a matter of personal preference
  • Incorrect URL- Wells Fargo 401K - Quicken
    This discussion was created from comments split from: Wells Fargo mortgage uses a different URL for downloads than Wells Fargo Bank accounts use
  • Wells Fargo Direct Connect for Investment Accounts — Quicken
    I suggest looking in the settings on the Wells Fargo website or reaching out directly to Wells Fargo for further assistance It is recommended to request to speak to a supervisor or tier 2 agent as they are generally more familiar with Quicken Thanks!
  • Transactions from Wells Fargo Advisors do not download
    With Wells Fargo Advisors, the only thing I can think of a possible problem with only one account is a need to authorize third party access But that shouldn't lead to an OL-221-A error, as far as I know, and it wouldn't preclude the ability to download from the site
  • Wells Fargo Bank transition to Express Web Connect+ (EWC+)
    I think at one point Wells Fargo was charging for it, at least for business accounts, and people were avoiding that charge, but maybe more importantly for newer users Express Web Connect was the default and people had to know to go into the Advance Options to get and so they didn't get it just because it is clear that is what is needed
  • Can you change type for account to other choices, like from . . . - Quicken
    Using Quicken subscription for MAC Had the same problem with a Wells Fargo IRA account the was classified as a brokerage account and not a retirement account Could not change the type in account settings as the dropdown box was grayed out I deactivated the direct connect download and then reactivated it
  • Cant Add Lincoln Financial Group (LFG) Account — Quicken
    Based on my experience with new security concerns with other banks, namely Chase Bank and Wells Fargo, I you need to use another browser like Firefox, Waterfox or Google Chrome and log in into Lincoln Financial Group's Website
  • New coming Wells Fargo connection. — Quicken
    Hello @Eduardo1944, To answer your question, yes, you would wait until you get a prompt If you have to reset or deactivate reconnect your Wells Fargo account(s) for any reason, you'll go through the authorization process and be connected via the new method unless you opt to connect via Direct Connect instead





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