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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, Windows Beta Beta
    "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 --> ?? 

    Quicken 2020 Deluxe - Subscription - Windows 10
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