Wells Fargo Advisors

Forum|Forum|3 months ago
February 27, 2026
3 replies
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Like Other I have used TurboTax for over 10 years and have always selected Wells Fargo Advisors from the List of Institutions. This year it is not there. So I have tried Wells Fargo as other posts have suggested. I have enabled local area networks as suggested.

After connecting and giving me indications that data is flowing both directions i get what I assume is error /message (378).

Lets head back to your bank to connect one or more accounts

Those transactions will flow into TTWIN on a faster more reliable connection (378)

No "Successful" message

I have selected all of the accounts one time.

Then I changed the setting to only one account

I don't know whether I need to check just tax Documents or also Profile and/or statements.

This is TOTALLY confusing. Last year it was one click, and ID and PW and I was finished. Now I have no Idea what is expected. Like other I've selected TurboTax to keep from manually entering all of my Brokerage transactions. So What is the problem and how can I get it fixed... BTW Wells Fargo Advisors has on their web site that TurboTax data was mad available between Feb 13-17, 2026.

Please find a solution that works.

TurboTax Home & Biz Windows

KH474

Level 2

Use "Wells Fargo Clearing Services" instead of "Wells Fargo".

genelldawson

Level 2

Doesn't work. Been there done that

user17742173438

Level 2

Not working

MarilynG

Level 15

How to Fix Import Issues (Error 378):

If you are receiving this message but your transactions are not appearing, it is likely due to browser security updates or blocked Local Network Access. Try the following solutions:

Enable Local Network Access: Click the "Lock" or "Tune" icon in your browser's address bar, look for Local Network Access, and toggle it to ON.
Refresh and Retry: After changing the setting, refresh the page and try the import again.
Use a Different Browser: If Chrome is not working, try Firefox or Safari.
Ensure Only One Window is Open: Make sure only one TurboTax instance is active and that you are not switching between Wi-Fi networks

Prior to 'import' options being made available, your tax return only needed to contain Category Summary Totals. Remember the IRS already has copies of all your 1099's.

@ThomasKirchner54