Wells Fargo Direct Connect for Investment Accounts

player1 · October 2023

I am trying to set up my Wells Fargo investment accounts in Quicken according to the instructions related here.

In order to authorize the direct connection it's recommended I visit : https://www.wellsfargo.com/fmssetup which appears to be a dead link at Wells Fargo.

I can't seem to find any further information on how to authorize a direct connection in the Quicken forums or Wells Fargo help pages. Any ideas?

J_Mike · October 2023

Try this link for Wells Fargo Advisors

https://www.wellsfargoadvisors.com/pfm/softwarehelp/usingquicken/software-setup.htm

player1 · October 2023

Thanks @J_Mike, I did find that page, but it doesn't have any authorization information for Direct Connect, and anything you do with regards to instructions on that page, always leads you back to Quicken telling you to register at the "fmssetup" dead link: https://www.wellsfargo.com/fmssetup :(

Quicken Jasmine · October 2023

Hello @player1,

I suggest looking in the settings on the Wells Fargo website or reaching out directly to Wells Fargo for further assistance. It is recommended to request to speak to a supervisor or tier 2 agent as they are generally more familiar with Quicken.

Thanks!

player1 · October 2023

Just an update: it seems that the https://www.wellsfargo.com/fmssetup link is working again, so I was able to set up my WF accounts.

Wells Fargo Direct Connect for Investment Accounts

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