I have 2025 TurboTax Deluxe, the desktop app (not the online service). When I go to download from Wells Fargo Advisors it does not appear in the financial institution list. Wells Fargo and Wells Fargo Clearing Services do, however. In previous years I always selected Wells Fargo Advisors and the download always worked. Does anyone know why Wells Fargo Advisors is not in the list? (Note that when I pick either of the other two WF options, nothing is downloaded. Selecting Wells Fargo simply sets up which accounts I want to download the data for. Selecting Wells Fargo Clearing Services seems like it starts a download and in fact says the download is successful, but nothing is actually downloaded).
Does anyone know how to get this resolved? I asked my WF rep about it, and I am waiting for a response. But can this simply be a TurboTax issues, because Wells Fargo Advisors is not in the list?
