No Luck With Wells Fargo, Upgraded To Quicken 2017 For Mac

As of 1 December 2011, Wells Fargo Bank made some changes. I found that in addition to changing the URL, which is correct now in the database, I also had to specify APPID=QWIN and APPVER=1900 before I could download transactions. Thanks to Martin Preuss and the gnucash-user mailing list, these values for different versions of Intuit software are offered. Intuit Quicken Windows 2011 (APPID=QWIN, APPVER=2000, Header Ver=102) - Intuit Quicken Windows 2010 (APPID=QWIN, APPVER=1900, Header Ver=102) - Intuit QuickBooks Windows 2008 (APPID=QBW, APPVER=1800, Header Ver=102) - Intuit Quicken Mac 2008 (APPID=QMOFX, APPVER=1700, Header Ver=102).

No Luck With Wells Fargo Upgraded To Quicken 2017 For Mac Torrent

At some point I had to set up an account name instead of using my account number as the User Id. Here are the settings I am using right now, which work. I am running gnucash 2.4.10 (r21973) on Debian GNU/Linux 7.0 (testing). Any fields I have omitted are left blank. OFXHEADER:100 DATA:OFXSGML VERSION:102 SECURITY:NONE ENCODING:USASCII CHARSET:1252 COMPRESSION:NONE OLDFILEUID:NONE NEWFILEUID:NONE 4823West Asia Standard Time:West Asia Standard Time. ENG WF 12721 QBW 2100 685641C1-6BFB-1014-A19B-C749A5E791D5 19700101. Am using PocketSense scripts with MS-Money sunset edition.

No Luck With Wells Fargo Upgraded To Quicken 2017 For Mac Free Download

All has been well for a couple of years until recently. I've been struggling of late to make a successful connection to Wells Fargo. I received a message indicating 'software version is not supported.' It may not be obvious to everyone, but download support for Quicken versions are phased out after 2 years. Therefore, it would seem we have to keep updating the APPVER field about once every 2 years, since we are 'tricking' Wells Fargo into thinking we are downloading data for Quicken. As of tonight, I guessed at the following and now I am able to connect/download my accounts.

(Next year or the year after I will change 2200 to something like 2400.) appid: QWIN appver: 2200 I'm not certain whether it is necessary or not, but I went ahead and ran through the PocketSense setup.py script and re-entered each account at Wells Fargo before testing. Hope this helps anyone else out there with similar troubles. Yes, also having problems with Wells Fargo starting in June 2017. I am using GnuCash v2.6.14 on Mac (Intel). I was getting Generic Error 2000 no matter what settings I used in aqbanking setup. I tried deleting and recreating the account but that also failed.

I called Wells Fargo and they said Quicken 2014 is no longer supported and it was officially tuned off in June. You have to use Quicken 2015, 2016, or 2017.

2017

So, The OnLine Banking Settings for GnuCash for Wells Fargo have changed as follows: User Settings tab - you must have a Client UID so if this field was blank before you now need a value Bank Settings tab - no changes required Bank Name=Wells Fargo Bank Broker Id= FID=3000 ORG=WF Server URL=User Settings tab - must change Application Version and Header version Application Id=QWIN Application Version=2600 (Represents Quicken 2017) (previous setting was 2300 which Represents Quicken 2014) Header Version=103 (previous settings was 102) Special Settings are all blank (or not changed from default). I’m using Gnucash 2.6.17 on Linux Mint 18.3 and have been tearing my hair out trying to OFX Direct Connect with Wells Fargo Bank. As of 2/6/2018 none of the posted settings quite worked for me.

This Forum came the closest and finally got me connected with a couple of tweaks. Here are my settings: No promises as to how long they will last Wells Fargo drops old Quicken Versions that are more than 2-3 years old, They require a CLIENTUID now that may give you a headache until you get it working. They sometimes lock you out from logins if they think you are not legitimate. They have a site to verify your ID which will clear you from the blacklist for a period of 10 minutes.

( can't post two links in one posting so I'll post this one immediately following. I hope my experiences help someone User Settings tab: you must have a Client UID so if this field was blank before you now need a value I used my CLIENTUID from my Quicken OFXLOG file User Name, User ID = are the same. Whatever you use for your web login Client UID = (required) I used my CLIENTUID from my old Quicken OFX Log. There were no hyphens in the number. I’m told you can generate a new one see Shawn’s post above. I presume you need to remove the hypens but have not verified.

Bank Settings tab: Bank Name=Wells Fargo Bank Broker Id= FID=3000 ORG=WF Server URL= Application Settings tab: Application Id=QWIN Application Version=2600 (Represents Quicken 2017) Header Version=103 Special Settings I had to put the Client UID in this window too which also made the httm version 1.1, I’m not sure this is necessary or not. It worked but I later went back and it was gone from this field while it still remained in the User Settings Tab. Jca6433 wrote: In my previous post I referred to Wells Fargo's new system to verify Identity when the system locks you out. You can go online and enter your ID and PWD and they will send a text message to your cell phone on file. Here's the link: INCREDIBLE!

Wells

I have been trying to figure out why I could not get access from gnucash since last August or so. I don't know what happened that got me locked out.

I owe jca6433 a big debt of gratitude. I can't believe I never got an email, text, or phone call saying that my account was locked out.

Wells Fargo kept charging that $3.00 every month, and the web access kept working fine. Thanks, jca6433, fo posting that magic link to clear it up.

Please review the following information:. Complete Steps 1 through 3 below for each data file or location you connect from (home or work, for example). The same access codes can be used to log into Wells Fargo Advisors online services through the Internet and Wells Fargo Advisors through Quicken. Select 'Wells Fargo Advisors' as the financial institution when setting up a new brokerage account. Once you've enrolled, you will be able to access your Wells Fargo Advisors account information within two business days. Update my Quicken Software.

To ensure your software will perform as described in the instructions below, perform a One Step Update to receive the most up-to-date version of your Quicken software and Wells Fargo Advisors online information. Note: To determine which Quicken release is installed in your software, choose About Quicken from the Quicken Help menu. The About Quicken window contains current release information.

To perform a One Step Update, connect to the Internet, and complete the following steps:. Choose Online menu One Step Update. Uncheck the Financial Institution box, then click Update Now.

If an update to Quicken is available, Quicken displays a message at the bottom of the One Step Update Summary dialogue box indicating there is a Quicken update available. Click on the message and follow the on-screen instructions to install the available update. Verify in the About Quicken the latest release of the software. If One Step Update does not update your software with the latest release, you can manually download the latest Quicken update from the Quicken Update support website. What Do I Need to Get Started? In most cases, if you hold an account at a Wells Fargo Advisors, then the simplest way to add an account to Quicken is to use Express Online Setup.

Upgraded

This option can automate your account setup by downloading account and transactions information for you. If you want to add the account manually, you can use the following procedure. When you do so, Quicken adds the new account to the Account List (choose Tools menu Account List). In most cases, you'll want to add all your accounts in the same Quicken data file, so that you can track all your finances in one place.

At the bottom of the Account Bar list, click Add Account. Follow the on-screen instructions. Click on the Help icon for more information. For Additional Help As a courtesy to you, Wells Fargo Advisors provides instructions for basic functions within your software.

Should you have questions or need additional help, you can:. Use Quicken help menu:.

Help Quicken Help has detailed instructions about using your software to access Wells Fargo Advisors Online. Help Current Window provides instructions for using a feature or function related to the page you are on. Help Product and Customer Support provides easy access to 'Help Using Quicken,' Troubleshooting,' 'Search Frequently Asked Questions,' 'Contact Us,' and 'Make the Most of Quicken' help resources. Help Tutorials are short videos that provide a summary of key features in Quicken. Help User Manuals is an online user manual for Quicken.

Refer to the ' Use online account services with Quicken' section for more information about using Quicken to access Wells Fargo Advisors online services. Help About Quicken helps you ensure that your software is up-to-date, and contains information you will need when contacting Intuit for technical assistance. Call Quicken Telephone Support at 1-800 811-8766, between 8:00a.m. ET, 7 days a week. Call Wells Fargo Advisors online support at 1-877-879-2495.

Please note: Products and services are offered by the merchants whose sites you visit. Wells Fargo Advisors neither endorses nor guarantees, unless expressly noted, any of the products or services offered for sale through those sites.

Such sites are not within our control and may not follow the same privacy, security or accessibility standards as ours. Software instructions included on this site and information referenced on the merchant sites you visit are provided by Intuit.

Investment and Insurance Products Are:. Not Insured by the FDIC or any Federal Government Agency. Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate. Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

WellsTrade ® and Intuitive Investor ® accounts are offered through WFCS. Links to third-party websites are provided for your convenience and informational purposes only. Wells Fargo Advisors is not responsible for the information contained on third-party websites.