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.
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!
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
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?
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
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.
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.
@ 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
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.
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!
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.
Good news! My brother and I got it working. Here's how if you
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
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.
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.