Getting Started With Quicken®
We currently support all versions of Quicken from
2004 through 2012 for the PC and Quicken 2006 through 2012 for the Mac platform. You are able to download
information about your funds after you have established a login ID and password
for Online Account Access.
Create a new Quicken account
Begin by selecting "Investing Center" in the left navigation
Ensure that you are on the "Today's Data" tab at the top of
In the middle of the page, click on "Add Account."
You will then need to enter Wells Fargo Advantage Funds® for
the company name. If Wells Fargo Advantage Funds is not on your list, you
will first need to update your software. You can do this by going to the
"Online" tab at the top and selecting "One-Step Update."
In the next step, select the "Online" method of receiving this
Next you will need to enter the Wells Fargo Advantage Funds login ID and password
that you have established previously.
Quicken will then search for the accounts and ask you to label each fund.
Quicken will then download the available history for each fund.
Keep in mind that Quicken uses Double Entry accounting methods and they
may ask you to reconcile the cash balance as $0.
If you need any additional information on Quicken, click on the links below: