Downloading Transactions

Steve's Avatar

Steve

14 Nov, 2015 04:19 PM

I set up three accounts. All are at Wells Fargo (Checking, Savings and Visa). I set them up for online banking. When I try to download the VISA transactions, is downloads the checking account transactions into the Visa account. The same thing happened with savings. How do I get to download into the correct accounts?

  1. Support Staff 1 Posted by Tom Freeman on 16 Nov, 2015 04:46 PM

    Tom Freeman's Avatar

    When setting up online banking, you have to set up each account by itself. one of the steps is to map the particular Wells Fargo account to the appropriate MD account.

    To fix this what you want to do is to disable the online connection for each account. Then reestablish the connection. you are going to want to have your statement handy to make sure you are matching the core ct Wells account number to the proper account.

    To disable you online connection. Go to that account, then click online > setup on-line banking, then select disable. Do this for each account.

    Then for each account go to online > set up on-line banking to reestablish the connection.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:03 AM.

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