Using Your Quicken® Software

To learn more about using Quicken to access Wells Fargo Advisors online services, select a guide below.

Software Setup
Set up access to Wells Fargo Advisors online through Quicken.

Account Download
Download your Brokerage account information to Quicken.

File Maintenance
Archive or backup your data file in Quicken.

Statement Reconciliation
Reconcile your account statements using Quicken.

Please note: Products and services are offered by the 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 Intuit.

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CEX0816