Issues with Wells Fargo. Bilt card

JG888

I have synced WELLS FARGO (Bilt card) and it shows up under my accounts but not in the accounts list. Any suggestions?

(edited for clarity)

Coach Kristina

Hello @JG888,

To help troubleshoot this issue, please provide more information. When you say it's missing from the dashboard, do you mean you're not seeing it on the Accounts tile of the dashboard? If not, then could you clarify where it's failing to show up? Is this happening in the web app, the mobile app, or both?

I look forward to your response!

JG888

Hi, I have two Wells Fargo accounts: my wife's and my own. My account shows on the dashboard along with the transaction; however, my wife's does not. Both accounts are in the settings/account page.

When I added her account, I noticed that it said, “You’ve already added all the accounts from this bank.”

I have deleted both and re-added them, and the same thing happens.

Coach Kristina

Thank you for your reply,

Are these accounts separate accounts, or are they a shared account where one of you is the primary and the other is the authorized user? If these are separate accounts, are you making sure to use the primary account holder's login to connect the accounts in your Quicken Simplifi?

Thank you!

JG888

They are separate accounts. I use different credentials to log into each

Thanks…

Coach Kristina

Thank you for your reply,

Are you using the primary account holder's login? If you're using an authorized user login, that may cause what you're seeing since many financial institutions don't give authorized users permissions to download into 3rd party apps.

If you are using the primary account holder's login and the account information still isn't showing up, then please answer these questions:

1. Has there been any activity in the account in the last 90 days?
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?
3. Is the account a subtype of a different account?
4. Has the bank made any recent changes to its website or sign-in process?
5. Are the account transactions downloading into any other account in your Quicken Simplifi?

Thank you!