Express Web Connect

When I attempt to add my credit card account from Wells Fargo The account does not appear in the list with the rest of my accounts from Wells Fargo.  I know it is not a password issue because 3 other accounts from Wells Fargo apear in the list.  I have contacted Wells Fargo but they said being I am using Express Web Connect it is a Quicken Server issue.

Answer

1 person found this helpful

First, make sure that the account does not think it has an active connection in One Step Update on the Online Services tab of Account Details.
Next, download a .QFX Web Connect file for the account from the WF website.  Quicken should try to process it.  Make sure that it "links" to the proper account and does NOT create a "new" account.
Once you have successfully done a download to the account, Quicken should have all the info it needs to activate OSU.  Go to the Online Services tab and try activating OSU.  Hopefully, you will establish an Express Web Connect connection.

hth
Was this answer helpful? Yes No
Original
SuperUser

No answers have been posted

More Actions

People come to Quicken Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Do you still have a question?

Ask your question to the community. Most questions get a response in about a day.

Post your question to the community
or contact us