Take a Tour: Download Transactions

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

  1. 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:

  2. Choose what you would like to download from Wells Fargo (if you've scheduled payments and/or transfers they will appear here).
  3. Enter your Wells Fargo Online® Banking Password.
  4. Select Update Now to download transactions.