Now that you've set up your accounts for Wells Fargo Online®, you are ready to download account activity to Quicken and match transactions.
- To update accounts just click the Update Button to get the One Step Update screen (see screen below)
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® Password.
- Select Update Now to download transactions.