online access (download) to mortgage account

MikeMike Member
edited October 2018 in
I have a mortgage account that I have been updating manually for a number of years.
I would now like to start downloading monthly activity directly from the bank (Wells Fargo).
I see no way to enable online access for this existing account.

I have tried to create a new account with online access and am able to do so. But at no
point in the process do I get to associate the new/online account with a (pre)existing Quicken
account. How do I go about obtaining online access to an existing mortgage account that
has a number of years worth of transactions?

Comments

  • splashersplasher SuperUser ✭✭✭✭✭
    edited October 2018
    From the existing account's register:

    Ctrl+Shift+E -- takes you to the Account detail screen
    Select the Online Services tab
    Click Activate One Step Update
    -splasher  using Q since 1996 -  QW 2017 & Subscription  -  Win10
    -Questions? Check out the  Quicken Windows FAQ list

  • MikeMike Member
    edited July 2016
    splasher said:

    From the existing account's register:

    Ctrl+Shift+E -- takes you to the Account detail screen
    Select the Online Services tab
    Click Activate One Step Update

    There is no Online Services tab, only General, & Display Options.
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