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Laurie DePaso

Jun 20, 2017 @ 08:47 PM

I'm no longer able to download my transactions from Wells Fargo. I called them and as off June 2017 Wells Fargo made changes to only allow Quicken using Direct Connect.
Is MD aware of this and do you have an update to fix my problem?

1. Support Staff 1 Posted by Ethan on Jun 20, 2017 @ 10:58 PM

   

   Hello,

   Unfortunately there is currently a connection issue with Wells Fargo that we are working to resolve. You can read the latest update from our lead programmer at http://help.infinitekind.com/discussions/online-banking/460-wells-f...

   Ethan
   Moneydance Support

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2. 2 Posted by Laurie DePaso on Jun 20, 2017 @ 11:37 PM

   

   My WF phone rep said that WF will only work with Quicken due to security reasons?!

   I hope she didn't know what she was talking about!!

   Please let me know when there's a fix/update.

   Thanks,

   Laurie

   ________________________________

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3. Support Staff 3 Posted by Ethan on Jun 21, 2017 @ 12:18 AM

   

   Hello Laurie,

   It's likely they're just reading from the script they're given. We're working on this as our highest priority, but it's unfortunately going to depend on how well they want to cooperate with us.

   Ethan
   Moneydance Support

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4. 4 Posted by Judy on Jun 21, 2017 @ 02:13 AM

   

   I need to know when/if this is going to be resolved. I cannot continue using MD without downloading my accounts. It's been disabled for several days now.

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5. 5 Posted by Judy on Jun 21, 2017 @ 02:18 AM

   

   I'm sure you are working on it, but we need to know an estimate on how long this will take. Are you having this problem with the other major banks. At some point, we need to either leave the affected banks or leave MD.

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6. 6 Posted by Henry on Jun 22, 2017 @ 10:35 PM

   

   Hi All,

   I’m glad to inform you that the Wells Fargo connection issue was fixed. We made a change in the Wells Fargo information and the connection can be re-established, for the immediate fix you need to disable your current connection to Wells Fargo and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

   1. Select your bank account in Moneydance

      
   2. Select the Online->Setup Online Banking button/menu

      
   3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

      
   4. Repeat the previous steps for any additional accounts at the same institution.
      
   5. Select the Online->Setup Online Banking button/menu (again)

      
   6. Click the "New Connection" button and select your bank and hit OK
      
   7. Continue with the setup process, entering your username/password


   Make sure you pick new connection, even though Wells Fargo is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

   Otherwise, your copy of Moneydance should automatically pick up the change within a day or two.

   Henry
   Infinite Kind Support

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7. 7 Posted by Laurie DePaso on Jun 22, 2017 @ 11:43 PM

   

   God Bless You Guys!

   It's WORKING ....I appreciate it so much!

   ________________________________

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8. 8 Posted by broskowitz on Jun 23, 2017 @ 12:28 AM

   

   Henry,

   That did it - I'm back up and paying bills!

   Thanks!

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9. 9 Posted by Henry on Jun 23, 2017 @ 04:09 PM

   

   No problem, glad to hear everything is working! I'll close this discussion for now, but don't hesitate to get back in touch if you have further questions or need any assistance.

   Henry
   Infinite Kind Support

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10. Henry closed this discussion on Jun 23, 2017 @ 04:09 PM.