Wells Fargo Accounts Showing as Cash or Missing Holdings in Mezzi

Last updated: October 24, 2026

If your Wells Fargo or Wells Fargo Advisors investment accounts show as cash or have no holdings in Mezzi, disconnect and reconnect the Wells Fargo connection. The cause was a Wells Fargo connection problem on our data provider's side, which Plaid reported as fixed on October 12, 2026.

What you may see

  • An investment account with a balance but no securities, or shown as 100% cash.

  • Holdings that stopped updating after a recent connection.

How to fix it

  1. Go to Financial Profile → Accounts.

  2. Click Manage next to Wells Fargo.

  3. Reconnect by signing in to Wells Fargo again when prompted.

After reconnecting, give the account a few minutes to load its holdings. If holdings are still missing, you can refresh once an hour.

If it is still not fixed

Email help@mezzi.com with the name of the account and when you connected it. You can also add the account's holdings from a statement. See Why Do My Holdings Show as Cash Instead of Investments? for other causes.