How to enter a Wells Fargo preferred N share into Quicken

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Unknown
Unknown Member
edited October 2018 in Investing (Windows)
I can't find the correct symbols to enter Wells Fargo PN shares. Bank of America ws BAC_PD for thier preferred D shares but WFC_PN doesn't work for Wells Fargo.

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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited May 2018
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    Try WFC-N or WFC-P.  The hyphen seems to be the current preference.
  • Unknown
    Unknown Member
    edited May 2018
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    I  tries WFC-P but it thinks that is just the basic Wells Fargo stock.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited October 2018
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    When trying to add this security in Quicken, try the Security Lookup function. I get 35 hits with the name Wells Fargo in it.

    The security name as shown in Quicken dialogs may not be exactly equal to the name your brokerage shows.

    What is your exact security name?
    WFC.PR.P
    WELLS FARGO CO NEW DEP1/1000PF CL A
        NYSE
    Depositary Receipt
    or
    WFC.PR.N
    WELLS FARGO CO NEW DEP SHS REPSTG 1  
    NYSE
    Depositary Receipt

    WFC-P or WFC-N, respectively, should be the symbol to use in Quicken. If the security name doesn't show correctly, edit the entry manually.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited October 2018
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    Try "WFCPrN", which was found in the prospectus for the security on WFC's website.    https://www.wellsfargo.com/about/investor-relations/preferred-stock/


    That symbol should also have been available on your broker's statement.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited May 2018
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    UKR said:

    When trying to add this security in Quicken, try the Security Lookup function. I get 35 hits with the name Wells Fargo in it.

    The security name as shown in Quicken dialogs may not be exactly equal to the name your brokerage shows.

    What is your exact security name?
    WFC.PR.P
    WELLS FARGO CO NEW DEP1/1000PF CL A
        NYSE
    Depositary Receipt
    or
    WFC.PR.N
    WELLS FARGO CO NEW DEP SHS REPSTG 1  
    NYSE
    Depositary Receipt

    WFC-P or WFC-N, respectively, should be the symbol to use in Quicken. If the security name doesn't show correctly, edit the entry manually.

    WFC-N worked for me when I was trying to create the security in my test file

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Unknown
    Unknown Member
    edited May 2018
    Options
    UKR said:

    When trying to add this security in Quicken, try the Security Lookup function. I get 35 hits with the name Wells Fargo in it.

    The security name as shown in Quicken dialogs may not be exactly equal to the name your brokerage shows.

    What is your exact security name?
    WFC.PR.P
    WELLS FARGO CO NEW DEP1/1000PF CL A
        NYSE
    Depositary Receipt
    or
    WFC.PR.N
    WELLS FARGO CO NEW DEP SHS REPSTG 1  
    NYSE
    Depositary Receipt

    WFC-P or WFC-N, respectively, should be the symbol to use in Quicken. If the security name doesn't show correctly, edit the entry manually.

    he complete name is "Wells Fargo & Co., 5.20% Dep Shares Non-cumul Perp Cl A Preferred Stock Series N
    "I entered WFC-N and then renamed it as Wells Fargo Company (N).But when I do the quote update it does not update.
  • Unknown
    Unknown Member
    edited May 2018
    Options
    UKR said:

    When trying to add this security in Quicken, try the Security Lookup function. I get 35 hits with the name Wells Fargo in it.

    The security name as shown in Quicken dialogs may not be exactly equal to the name your brokerage shows.

    What is your exact security name?
    WFC.PR.P
    WELLS FARGO CO NEW DEP1/1000PF CL A
        NYSE
    Depositary Receipt
    or
    WFC.PR.N
    WELLS FARGO CO NEW DEP SHS REPSTG 1  
    NYSE
    Depositary Receipt

    WFC-P or WFC-N, respectively, should be the symbol to use in Quicken. If the security name doesn't show correctly, edit the entry manually.

    It is now working , thank you for the help.
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