WellsFargo Bank Connection Issue

KhanhNguyen9293

Im getting "We are unable to complete your request at this time.

If your contact information is incorrect or not listed, use one of the following options to update your information and receive further assistance:" error message when I tried to connect to WellsFargo…

I go to WellsFargo website, and I can login fine and my 2FA is also off, so I dont know why I cant connect my WellsFargo account.

Coach Kristina

Hello @KhanhNguyen9293,

That error is often caused by the financial institution needing more information to be able to verify you when you're linking accounts to 3rd party applications (for instance, they may need you to have a phone number capable of receiving text messages on file with them). To resolve this issue, you would need to contact Wells Fargo for assistance.

I hope this helps!

Mauricio S

SOLUTION

Go to a Wells Fargo ATM. Insert your Wells Fargo debit card, enter your four-digit password, choose 'More Services,' and select the Wells Fargo Services option. Then select "Update Phone Number."

That option will ask you to confirm your phone number on file and then ask if you want to allow it to receive text messages. Select "Yes, confirm."

Then, go to Simplifi and add Wells Fargo Bank with your Wells Fargo login info. Wells Fargo will request to send you a code by text message. Once you get and enter the code, agree to share the info with Simplif, and, done, you're all set.

KhanhNguyen9293

What if I don’t have a Wells Fargo debit card? I only have a Wells Fargo credit card.

Coach Natalie

@KhanhNguyen9293, thanks for posting on this topic!

Are you experiencing difficulties adding or updating your Wells Fargo credit card account in Quicken Simplifi? If so, please let us know what specifically is occurring when attempting to do so so we can assist you.

We look forward to your reply!

-Coach Natalie

KhanhNguyen9293

I tried it again, and it works now. We can close this ticket.

Thanks