How do I set up a brokerage account from West Fargo?

When I setup a brokerage account from West Fargo, the value is not downloaded. The account has been created but with a value of 0.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Please provide the full name of the financial institution and the connection method being used: open the register, press Ctrl + Shift + E and select the Online Services tab.

    West Fargo
    does not support Quicken.


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    "West Fargo" is a city in North Dakota.  Do you mean "Wells Fargo"?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    When I setup a brokerage account from West Fargo, the value is not downloaded. The account has been created but with a value of 0.
    Did you ..... Tools --> Add Account --> Brokerage --> ?? 

    QWin Deluxe Subscription - sticking with R47.15 - Win10