Wells Fargo Brokerage Direct Connect - Simplified Investing
Wells Fargo is no longer allowing transactional level data to be downloaded for brokerage accounts and therefore you cannot track trades, interest, dividends, etc. They now only display various graphs, i.e., Total Value, Portfolio by Security, Top Movers and Value over Time via something called Direct Connect - Simplified Investing. I want to see and download the details like I used to be able to. It appears to me there is a dispute between Quicken, Intuit and Wells Fargo over the type of data that is being shared via APIs (Open Banking). Wells Fargo customers need to voice their unhappiness and open complaints about this change with Wells Fargo so Wells Fargo will listen and do something about it. When I opened a Wells Fargo complaint, they simply referred me back to Quicken, which was not satisfactory. Quicken management also needs to escalate the issue to Wells Fargo (and Intuit?) management and let them know how unhappy customers are with this change.
Comments
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@Golfgal90, thanks for posting!
It looks like you're using Quicken Classic. This is the Quicken Simplifi Community, so you'll want to post to the Quicken Classic Community instead.
Here is the link!
-Coach Natalie
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