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Software Help

Downloading Your Account Data Into Quicken®

We currently support the following version of Quicken software:

  • Quicken Windows 2014
  • Quicken Windows 2013
  • Quicken Window 2012
  • Quicken Essentials for Mac

Note: Please review the Quicken Alerts for important information about accessing Wells Fargo Advisors through Quicken.


Products and services are offered by merchants whose sites you visit. Wells Fargo Advisors neither endorses nor guarantees, unless expressly noted, any of the products or services offered for sale through those sites. Such sites are not within our control and may not follow the same privacy, security, or accessibility standards as ours.

Software instructions included on this site and information referenced on the merchant sites you visit are provided by Inuit.