Re: Wells Fargo Investments

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In Reply to: Re: Wells Fargo Investments posted by Mark on January 17, 2006 at 23:08:34:

: : Hi Mark,

: : I can download from Wells Fargo Investments into Quicken. I don't see them listed as one of you supported sites/brokerages and have been unable to determine if I can still load them into FM or if you need to do some enabling thing on your end.

: : Please advise.

:
: Hi Bob,

: I suspect you are downloading a .OFX or .QFX file, and opening it up into Quicken. Fund Manager can also import either of these file formats. I am not aware that Wells Fargo has an OFX server, but they may well make an OFX file available for download. If this is the case, it simply means you would need to use the "import" command instead of the direct transaction retrieve feature.

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
:

Mark,

It appears you're right. However, I don't have to do a download - then open. I thought that's what I would have to do, but the link actually opened up Quicken and brought all of the data in for me and then asked what I wanted to accept. Can FM do that part automatically too, or do I have to save the file then do an import?

Please advise.

Replies:

• Re: Wells Fargo Investments Mark 15:12:37 01/20/06 (0)