Quicken^® Web Connect

Wells Fargo is using a technology called Web Connect. This technology automatically launches Quicken, downloads account data into your check register, and matches any transaction you’ve already entered into your register.

1. Choose an account for which you would like to receive transaction activity.
2. Click Download Account Activity and complete the required information.

Then follow the directions below based on your software type. For information on supported and retired versions of software, please refer to our software retirement guide.

Windows

1. A Windows dialog may appear that asks whether you would like to Save or Open the file. Select Open.
2. If this is your first time downloading with Web Connect for this account, a dialog box will appear stating "You are about to download transactions for the following account." The box will include account information, such as the Account Number and Account Type.
3. You will be asked whether you would like to "Use an existing Quicken account" or if you would like to "Create a new Quicken account."
   1. Use an existing Quicken account: If you already have the account set up in Quicken, and you would like to add on to the existing transaction activity, you should select this option.
   2. Create a new Quicken account: If you have not set-up this account in Quicken, or if you would like to start a new file for an existing account, you should select this option. After selecting this option, follow the steps for setting up the new account.
4. When Quicken confirms that the Web Connect data has been successfully downloaded to Quicken, select OK.
5. Repeat these steps for each account you would like to download into Quicken.

Mac

1. The file is automatically downloaded to your desktop.
2. You can double click on the .qfx file or import the file using the "file" menu to import transactions.
3. Repeat these steps for each account you would like to download into Quicken.