Ongoing Wells Fargo Direct Connect Problem
Scott Moon
I called the bank directly at (800) 956-4442 to enroll in direct connect and to ask for pin number. The technical support guy says the bank no longer sends pin number but instead they help their customers how to set up onsite. I told him I am using MoneyWell and he told me that he can't help since the only program they deal with is Quicken. I need help from any one who managed to enroll in Wells Fargo direct connect recently. Thanx.
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Support Staff 2 Posted by Kevin Hoctor on 02 Jan, 2011 11:33 PM
Hi Scott: It's very annoying when banks discriminate against MoneyWell or any of the other non-Intuit apps that support the OFX Direct Connect standard.
I promise that MoneyWell works just like Quicken for accessing Wells Fargo. If they are unwilling to give you a PIN, then you might want to speak to a supervisor to complain. Let me know if I can help more.
3 Posted by Abby on 07 Jan, 2011 08:45 PM
Hi-
I tried to set up direct connect with Wells Fargo with 3 different software support people. All informed me that as of Dec. 14, 2010 the only way to enroll is from within the financial software they support (ie. Quicken); they can't actually enroll you, you have to enroll yourself on the software side. Though they don't support MoneyWell, I spoke with 2 support people who tried tirelessly to help me enroll. I learned that they longer require a pin, and that the only thing you need to enroll from the Quicken side is your regular user name and password for Wells Fargo online banking. They suggested I should see if MoneyWell has updated software since this Dec. 14th change in how accounts are accessed. If anyone knows how to get around this, please help!
Thanks, Abby
Support Staff 4 Posted by Kevin Hoctor on 09 Jan, 2011 07:04 PM
Hi Abby: Sorry, I didn't realize Wells Fargo had change procedures since I signed up with them. I'll research this problem more. Thanks.
5 Posted by Paul on 16 Jan, 2011 08:10 PM
I'm having the same problem with wells fargo and the support staff is claiming the same as abby stated. Is there a bug report area you'd like us to put this in so that we can get a fix on your roadmap?
Support Staff 6 Posted by Kevin Hoctor on 20 Jan, 2011 02:32 AM
Scott, Abby & Paul: I just tried downloading my Wells Fargo account with MoneyWell and it did work successfully. I was sent a PIN via the U.S. Mail several months ago and use my social security number as my username.
When I logged in, I was prompted to change my PIN, which I did. Are these the same steps you went through?
7 Posted by Abby on 20 Jan, 2011 03:28 PM
Apparently if you already have been enrolled in WF's direct connect you won't run into this problem. I called them to sign up for direct connect and they said I must enroll via Quicken. They said that once you are enrolled you will only need to enter your regular online banking user name and password (no longer a pin). When I tried to log in via MoneyWell, I put in my online banking user name and pw and then was prompted to change my pin. Nothing seemed to work. Hope that is helpful. Thanks for working on this!
Support Staff 8 Posted by Kevin Hoctor on 21 Jan, 2011 03:19 AM
Thanks Abby. I'll contact Wells Fargo and see if I can get this clarified.
9 Posted by Len Ayres on 01 Feb, 2011 04:24 AM
I am having the exact same issues that are discussed by Abby. I have never had a Quicken link to my Wells Fargo checking account, and it behaves in a similar fashion, if I try to "Add an Account". I downloaded the trial version of MoneyWell earlier today, thinking it was finally the answer to issues that I see everyone complain about with the latest Quicken for Mac. If I can't connect with Wells Fargo, then MoneyWell is a bust for me.
10 Posted by Ryan on 01 Feb, 2011 05:13 AM
I was just trying to do the samething with moneywell. I purchased it and I am not happy that it wont connect.
Support Staff 11 Posted by Kevin Hoctor on 02 Feb, 2011 04:10 PM
Good news! MoneyWell now supports the new Wells Fargo - Direct Connect access. Please go use File > New Account to add a new online connection to this service. The older PIN access for Wells Fargo is still available if you have that legacy service.
12 Posted by Len on 03 Feb, 2011 04:41 AM
@ Kevin....thanks for the intervention, the link now works for direct connecting to Wells Fargo. Now I have discovered that Wells Fargo charges $3/month for this privilege. I may try it out for a while, just using the free download feature from Wells Fargo's website, before I commit to the additional charge for the direct connect.
Support Staff 13 Posted by Kevin Hoctor on 03 Feb, 2011 04:15 PM
Len: Thanks for the confirmation. The fee that Wells Fargo charges is lower than most (Chase levies a $10 per month charge) but is still a cost for the convenience. I believe they automatically start charging you the minute you download for the first time. You should have received an email from them stating this and instructions for turning off the feature.
14 Posted by Abby on 05 Feb, 2011 04:57 PM
Thanks Kevin. I can't get it work. I keep getting this error message:
"[0] ERROR The connection timed out trying to access the URL for this financial institution"
...although my internet connection is working fine. The URL MoneyWell has for Wells Fargo returns this message:
404 - File or directory not found.
The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable.
I will give it a try later since maybe the direct connect server is down right now.
Support Staff 15 Posted by Kevin Hoctor on 06 Feb, 2011 06:02 AM
Abby: Make sure you are adding a new connection. The easiest way is to use File > New Account to add it. MoneyWell will try to match up your existing accounts.
16 Posted by Abby on 06 Feb, 2011 05:36 PM
I tried to add a new connection via the file menu. Still no luck. I also tried adding a new account to a new MoneyWell document and ran into the same error message. Any other suggestions? In the mean time I will continue to manually download all of my Wells Fargo accounts. Thanks!
Support Staff 17 Posted by Kevin Hoctor on 07 Feb, 2011 02:35 AM
Hi Abby: Please create a new private discussion and attach your ofxlog.txt file. You can find it under your home folder (the one with your name) in the Library/Application Support/MoneyWell folder. I'll review that and try to figure out what's happening. Thanks.
18 Posted by Abby on 07 Feb, 2011 06:03 AM
Good news! My brother and I got it working. Here's how if you are interested:
In the OFX log we noticed certificate errors, going way back to my first attempts to download transactions:
NSLocalizedDescription = "bad server certificate";
NSUnderlyingError = Error Domain=kCFErrorDomainCFNetwork Code=-1203 UserInfo=0x129b080 "The certificate for this server was signed by an unknown certifying authority. You might be connecting to a server that is pretending to be ofxdc.wellsfargo.com which could put your confidential information at risk.";
My brother and I checked it out. Wells Fargo's IIS server has an SSL certificate that is signed by an intermediate Verisign certificate. On his computer (running 10.6), the intermediate certificate is automatically trusted. On my computer (running 10.5), Firefox automatically trusts it but Safari does not. So I manually copied Verisign's intermediate certificate from his computer to mine and loaded it in the keychain. Now everything works!
Support Staff 19 Posted by Kevin Hoctor on 07 Feb, 2011 04:12 PM
Thanks Abby: That's great news and a very helpful tip. I didn't realize that the certificates were being denied.
20 Posted by Maisie Knowles on 28 Jun, 2011 05:19 PM
I'm trying to connect to Wells Fargo, and I don't see where I can access Wells Fargo Direct Connect? When I go to Add New Account, the one option I see is the Wells Fargo (Old PIN Access). There are no other options to connect without the Old PIN Access. Attached is a screen where you can see the details that I have for trying to set up Direct Connect with Wells Fargo. The URL that is listed in the screen shot redirects to an error page.
Support Staff 21 Posted by Kevin Hoctor on 28 Jun, 2011 05:26 PM
Hi Maisie: There's a bug right now causing that problem. If you delete the filist.xml file, MoneyWell will show you the new updated list. You can find it under you home folder (the one with your name) and then look in Library/Application Support/MoneyWell. Drag the filist.xml file to the Trash and restart MoneyWell.
Tamara closed this discussion on 17 May, 2012 08:13 PM.