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Re: Wells Fargo Investments[ Message Board ] [ Archives ] [ Search ] Posted by Mark on January 20, 2006 at 15:12:37:In Reply to: Re: Wells Fargo Investments posted by Bob Organ on January 20, 2006 at 15:02:26: : : : 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. : : : : 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, : 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.
I believe Quicken has probably "associated" itself with .OFX and .QFX files, so any file opened with these extensions automatically opens up Quicken. Fund Manager cannot accept these files via the command line today, so you will need to do it as a download, and then import. If you see a link to the OFX file in your browser, you might choose the option to "Save To Disk" instead of opening it. If you don't see that option available, try right mouse clicking on the link, and see if there is something like "Save Target As...", so you can download the file to your hard drive, instead of "opening" it. Thanks,
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