Choose an Account for which you would like to receive transaction activity.

Click on the Select button. This will populate a From and To date in the Date Range section. This is the date range whereby transaction activity is available for download. To make a change, highlight and delete the date. You can then enter the appropriate date. Since this is a data import, your program will not check for duplicate transactions. It is very important that you select a beginning date that is after the last transaction date in your file/spreadsheet/workbook.

Confirm the From and To date of the data you would like to download.

Select the Comma Delimited (ASCII, Spreadsheet).

Click on the Download button.

A window should appear stating that it does not know how to handle a *.csv formatted file. Select Save File. Save the file in a directory/folder. (It is very important that you make a note of the location of the directory/folder in the active window so you can find this file later.) If the “save to” dialogue box does not come up, please contact Wells Fargo Online® technical support at 1-800-956-4442.

Follow steps 1 through 6 for any other accounts you would like to download. Each account downloaded must have a different file name.

Once you have finished downloading all your account information, sign off from Wells Fargo Online and open your file/spreadsheet/workbook (Example: Excel *.xl file type)

With an Excel or other spreadsheet file/workbook already open, go to the File menu/Open or Import function.

Find the file that you downloaded earlier and double click on it. The information will be imported into your active file/spreadsheet/workbook.