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Frequently Asked Questions

Who are Wells Fargo Advisors and what do they do?

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade® and Intuitive Investor® accounts are offered...

How do I enroll in Wells Fargo Advisors?

Make sure you have Internet access and that it is set up to work with Quicken. Enroll for access to Wells Fargo Advisors online through Quicken. Refer to the Getting Started with Wells Fargo Advisors section of this support site. Be sure you have your Wells Fargo Advisors online Username and Password. Step 3.

Why is my Wells Fargo website not working?

If you click on a link that does not work, the reason may be that you are blocking pop-up windows that you have requested to access. To open the link, you can either disable your pop-up blocker or hold the CTRL key while clicking on the link.

How to use Quicken for Wells Fargo Advisors?

Refer to the “ Use online account services with Quicken ” section for more information about using Quicken to access Wells Fargo Advisors online services. Help > About Quicken helps you ensure that your software is up-to-date, and contains information you will need when contacting Intuit for technical assistance.

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