Set up brokerage account from Wells Fargo Advisors
I am using MD 2015.6 and have been using it about 3 weeks. I am trying to set up my investment account from Wells Fargo Advisors. I have 3 listings in WFA 1. Franklin Income Fund FKINX 2. Franklin MGD TR Rising FRDPX and 3. Money Market Funds/BDS Sweep Funds. I added to extension to get updated prices. I downloaded the QXF file from WFA and imported it to MD. The FKINX and the FRDPX never update. I noticed a problem with "Sweeps" that hasn't been addressed, so that isn't picked up either. So, I scrapped that method and tried to just start from scratch and tried to input the stocks manually. Manual input didn't work for me. So, I scrapped that method as well. If I have to go to WFA daily and check balances, it kind of makes the investment section in MD useless. Also when the Yahoo stocks are updated, I get the following when the Yahoo stocks are updated from the extension, "Security updates 6 skipped 0 downloads 0 updates".
This has mostly been trial and error. What am I missing or is there a problem with MD 2015.6, other than the sweeps? Speaking of the Sweeps, is there a work around while that part is being fixed? My goal is to download my portfolio information on a daily basis with the correct info from Wells Fargo Advisors. Some help would be appreciated. Thanks.
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1 Posted by Tom Freeman on 26 Jan, 2016 11:05 PM
Was the QFX the complete account history of your WFA? Were you using the quotes and exchange extension?.
Can you please attach a screen shot of your portfolio view for the WFA and a screenshot of the quotes extesnion window
Tom Freeman
Infinite Kind Support
Tom Freeman
Infinite Kind Support
Tom Freeman
Infinite Kind Support
System closed this discussion on 26 Apr, 2016 11:10 PM.