u/Ensvey

My IRA and mortgage are through Wells Fargo, but whenever I try to connect, I enter my WF name and password, and WF says to "give us a call". I called and talked to them for 45 minutes and they are completely clueless. In the end, the agent said they spoke to another agent who said that Monarch just doesn't work with WF and to use Quicken instead, which can't be true.

I can log into WF with no problem using the WF app or website. I've tried all sorts of things, like turning 2 factor auth on, creating a passkey, etc... it still tells me to call WF, and it's not just an automated number to get a code to log in - it's the main customer support number.

I've had no issues connecting any other accounts to Monarch - only WF. I've used a Google Voice number as my main phone number since Google Voice was first released, and I know virtual numbers are a red flag in many systems now, so I tried deleting that number and putting in my real mobile number, but that didn't help either... any ideas?

My IRA and mortgage are through Wells Fargo, but whenever I try to connect, via Finicity or Plaid (MX doesn't even load), I enter my WF name and password, and WF says to "give us a call". I called them and talked to them for 45 minutes and they are completely clueless. In the end, the agent said they spoke to another agent who said that Monarch just doesn't work with WF and to use Quicken instead, which is obviously BS.

I can log into WF with no problem using the WF app or website. I've tried all sorts of things, like turning 2 factor auth on, creating a passkey, etc... it still tells me to call WF, and it's not just an automated number to get a code to log in - it's their main customer support number.

This issue is likely on the WF side, not the Monarch side, but I wanted to see if anyone else ran into anything similar. No issues with any of my other accounts. I've used a Google Voice number as my main phone number since Google Voice was first released, and I know virtual numbers are a red flag in many systems now, so I tried deleting that number and putting in my real mobile number, but that didn't help either...