What is the correct process for setting up download Wells Fargo Bank & Mortgage accounts

chadkee

I am trying to link my Wells Fargo accounts to quicken and need the correct method for doing so? Which bank do I choose. There are more than 15 options. I have saving, checking, and mortgage accounts. I have tried several and they do not all seem to work. when I choose Wells Fargo Bank as the option it then asks me if I want to do Quicken, Direct or Web. any advice will be appreciated

Quicken Paloma

Hello @Chadkee, 

Thank you for reaching out to Quicken COmmunity. We apologize you are having this issue. To clarify the instance you use mostly depends on your accounts and needs. Unless if you have a specific business, investment, retirement, or other account types you may use the generic instance of "Wells Fargo Bank". In addition, the connection method will also depend on what your needs are.

For more information regarding connection methods please visit the link below. 

https://help.quicken.com/display/WIN/About+the+connection+methods+used+by+online+services?_ics=1638742817661&irclickid=~hxMtP3Z-lJY.UJIAukg960RNEFvwmieb42UNKIBxn

Hope this helps. Please let us know of any questions or concerns. 

-Quicken Paloma