Frequently Asked Questions


What is Quicken®software?

Quicken is software that help in balancing your checkbook and paying bills, managing your finances by creating and tracking a budget, calculating gains and losses, and planning financial goals. You may also download your account information to track and optimize your investments.

What if I do not own Quicken?

You may purchase Quicken software at retail stores. Quicken may also be ordered directly from Intuit by calling 1-800-4-INTUIT or on the Intuit Web site at

Who is eligible to download account information into Quicken?

All Online Account Access customers are eligible to download account information into Quicken.

What versions of Quicken are supported to download my account information?

To download your investment information, you must have Quicken 2004 through 2010 for the PC and Quicken 2006 through 2010 for the Mac platform.

What types of accounts and account information are eligible to download into Quicken?

Online Account Access customers can download account balances, investment holdings, and up to the last 18 months of transaction history.

How much does this service cost?

This service is free to all Account Access customers.

What should I do if I don't see Wells Fargo Advantage Funds® (for Wells Fargo Advantage Funds or 529 accounts) as an option in the Financial Institution list in Quicken?

In Quicken, click on the "Finance" menu and select "One Step Update". These steps will automatically update the Financial Institution list to include Wells Fargo Advantage Funds.

Who do I contact if I have problems downloading my account information into Quicken?

For technical questions regarding Quicken installation and functionality, you may call the Quicken telephone support line at 1-800-811-8766 or visit You may also contact us at 1-800-359-3379 for further assistance.

How current is the account information I download?

We update your account information once each business day prior to market open.

What type of security is implemented to protect my account information?

We have implemented several measures to provide security for your account information. When you download account information into Quicken, it is encrypted using Secure Socket Layer (SSL) technology. You are also required to enter a password to download your account information into Quicken.

When can I download my account information?

You can download your account information 24 hours a day, 7 days a week. When we have scheduled outages for maintenance, those dates and times will be posted on our website.

What should I do if my Internet connection has "timed out" while downloading my account information?

If your balance, position, and transaction information does not fully download within five minutes, no information will be downloaded.

This may happen if the system is busy, your Internet connection is slow, or you have too many transactions to download at one time. You can try to download your account information at a later time or you can limit the number of accounts that you download at one time.

Why don't the balances, positions, and transactions shown on my statement match the data downloaded into Quicken?

Because Quicken is provided by a third party, we do not have control of how data is displayed. Your account statement from us is the only official record of account transactions, positions, and balances. The information you download into Quicken is for tracking purposes only.

If you have any discrepancies between your statement data and the data you have downloaded to Quicken, you can manually correct or add them in Quicken from your account statement. We provide an archive of your statements online. To access these archived statements, please log in to the Online Account Access area of the our website and go to the Statements area.

What if I forget or lose my password?

The password required by Quicken is the same as your Online Account Access password. If you have forgotten or lost your password, you can reset your password online via the password reset area on our website. If you have any questions, please call us at 1-800-359-3379.

Can I change my password or email addresses from Quicken?

No. You cannot change your password or email address from Quicken. To change any of those items, please log in to the Online Account Access area of our website.

Can I place trades on my account through Quicken?

No. You may not place trades on your account through Quicken. To place a trade, please log in to the Onilne Account Access area of our website.

How do I enroll to download my account information to Quicken?

You do not need to register to download your account information to Quicken. However, you must be a registered Online Account Access customer. You may use your existing login ID and password from Online Account Access to download your account information into Quicken.
  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

Wells Fargo Advantage Funds

  • Individual Investors · 1-800-359-3379
  • Investment Professionals · 1-888-877-9275
  • Institutional Sales Professionals · 1-866-765-0778