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Working With Quicken®

We currently support the following versions of Quicken:

  • PC: 2004–2015
  • Mac: 2006–2015

To download information about your funds, please establish a login ID and password in Online Account Access (OAA) and use these as your login credentials to access your Wells Fargo Advantage Funds accounts on Quicken.

To access your accounts in Quicken:

  • In the SSN field: Enter your OAA login ID
  • In the PIN field: Enter your OAA password

Still have questions?

  • 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

The WellsTrade platform lets you purchase Wells Fargo Advantage Funds directly:

Secure Account Access Login
System Note and Secure Account Access Login