Take a Tour: Downloading Transactions

Now that you’ve set up your accounts for Online Banking, you are ready to download account activity and match transactions.

Sample Downloading Transactions Screen 1
To update accounts just click the Update Button to get the One Step Update screen.
Sample Downloading Transactions Screen 2
From the One Step Update Settings screen:

Choose what you would like to download from Wells Fargo (if you’ve scheduled payments and/or transfers they will appear here).

Enter your Wells Fargo Online Banking Password.

Select Update Now to download transactions.