Wells fargo investment accounts

sweiss
sweiss Quicken Windows Subscription Member
edited August 3 in Download, Add/Update Accounts (Windows)

I added all my wells fargo accounts and only the banking accounts added. None of the investment accounts added. On the WF website, I have authorized all accounts to share with Quicken. It also added my mortgage but none of my investment accounts on the brokerage side. Any ideas on how to add thoise accounts as well?

Thanks

Answers

  • [Deleted User]
    [Deleted User]
    edited July 5

    @sweiss Wells Fargo Investments uses a different FI Name than your non-investment Wells Fargo accounts.

    To add your Wells Fargo Investment accounts, use "Wells Fargo Advisors" (not "Wells Fargo").

  • [Deleted User]
    [Deleted User]
    edited July 5

    @sweiss When you activate your investment accounts with Wells Fargo Advisors, you will have a choice of using Direct Connect or Express Web Connect. (If you click on "Advanced Options"). It is important to know that if you choose Express Web Connect, your accounts will be set up with Simple Tracking (positions only, no transactions). If you want Complete Tracking (positions and transactions) choose Direct Connect.

    Another thing to be aware of is if you choose Direct Connect, you might get an error message that will direct you to log onto a website to verify your identity. After you log on successfully, you will have 10 minutes to return to Quicken to finish the account activation.

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