Wells Fargo Brokerage online

alannies's Avatar


26 Apr, 2009 07:59 PM

I have set up the online connection for all my other accounts, including Wells Fargo Checking, but I cannot set up the Wells Fargo Brokerage. It is not listed as a separate entity (as it is in MS Money) and it asks for a brokerage ID. I have tried all my user names and passwords for Wells Fargo and none of them seem to work. The program says it has the information needed but the download online is still greyed out. Has anyone successfully set this up with Wells Fargo Brokerage??

  1. 1 Posted by Brian Adler on 30 Apr, 2009 05:02 AM

    Brian Adler's Avatar

    Alan, We do not yet support Wells Fargo Investments for direct connections. We can add them, however. They should be added by this weekend.

  2. 2 Posted by alannies on 30 Apr, 2009 07:17 PM

    alannies's Avatar

    Thank you Brian for this quick and responsive reply. I will try this weekend to establish the direct connection.

  3. 3 Posted by alannies on 06 May, 2009 02:53 AM

    alannies's Avatar

    I still cannot access Wells Fargo Investments for direct connection. Alan

  4. 4 Posted by alannies on 06 May, 2009 07:16 PM

    alannies's Avatar

    Brian, I have continued to try but I can't seem to add a connection for the
    WF Investments. Can you clue me in on how I might get this set up? Alan

  5. 5 Posted by Brian Adler on 06 May, 2009 09:03 PM

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    Alan, We haven't had a chance to add them yet. It will probably be done by tonight however. Brian

  6. 6 Posted by alannies on 07 May, 2009 03:25 AM

    alannies's Avatar

    Great, Brian. It is all good now that you added the site. Hooray! Alan

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