Can't Connect Wells Fargo Active Cash Credit Card

Steps:

  1. add account
  2. select wells fargo
  3. login (2FA enabled)
  4. enable everything
    1. for context: i have 2 checking accounts and 3 CCs (5 total)
  5. Once I auth through WF and get back to simplifi, it says "found 4 accounts" (list doesn't include the active cash card)

I've tried the above with the default Wells Fargo connection option as well as the credit card specific variant.

I tried resetting the connection and ran into the same problem. Unfortunately, this is my main CC, so without transaction data for this card I'm missing ~80% of all transactions

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Comments

  • And to answer questions I see in a similar thread (oops):

    There are a few things that can cause an account to be visible on the
    financial institution website, but not to show up in Quicken Simplifi.
    To help determine which (if any) is the culprit, please answer the
    questions below:

    1. Has there been any activity in the account in the last 90 days?
      1. Yes
    2. Is the account considered an external account (i.e. are you redirected to a
      different website when selecting the account on the bank's website)? If
      so, what URL are you redirected to?
      1. Not an external account
    3. Is the account a subtype of a different account?
      1. No
    4. Has the bank made any recent changes to its website or sign-in process?
      1. No
    5. Are you the Primary cardholder or an Authorized user?
      1. Primary

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @dumbfinanceguy, thanks for reaching out!

    Based on your description, it sounds like you are being impacted by this known issue with Wells Fargo:

    For now, go ahead and follow the Alert I just linked for updates on this issue. Once it's resolved, you shouldn't have any problem adding your Wells Fargo credit card account.

    Thank you for your patience as we work to resolve this matter!

    -Coach Natalie

  • dumbfinanceguy
    edited July 3

    Darn. Unfortunately, that's a deal breaker since the majority of my transactions are done through that card. I just paid for the annual sub yesterday, so would I be able to get a refund?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @dumbfinanceguy, sorry about that!

    I can say that the ticket for the Wells Fargo issue has been being worked on for quite some time and a fix is currently awaiting implementation, so we may see this issue fixed soon. But I understand if you don't want to wait and can certainly look into a refund for you if you're within 30 days of purchase.

    Let us know if you'd like to proceed!

    -Coach Natalie

  • Yes, please, I'd like to proceed with the refund. Going to trial other software in the meantime. Who knows, may find my way back!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @dumbfinanceguy, done! You can expect to see the money back in a few business days, and your Quicken Simplifi Subscription has also been fully cancelled.

    We hope to see you back someday!

    -Coach Natalie

This discussion has been closed.