How to download transactions from wells fargo ceo portal

Online Statements require Adobe® Acrobat® PDF reader. The length of time Online Statements are available to view and download varies depending on the product: up to 12 months for auto loans; up to 2 years for credit cards, home equity lines of credit, and personal loans and lines of credit; and up to 7 years for deposit accounts, home mortgage accounts, and trust and managed investment accounts. The length of time the specific product statements are available online can be found in Wells Fargo Online® in Statements & Documents. Availability may be affected by your mobile carrier's coverage area. Your mobile carrier’s message and data rates may apply.

Wells Fargo Bank, N.A. Member FDIC.

Your available balance may not reflect all of your transactions, such as checks you have written or debit card transactions that have been approved, but not yet submitted for payment by the merchant.

Terms and conditions apply. Setup is required for transfers to other U.S. financial institutions, and verification may take 1 – 3 business days. Customers should refer to their other U.S. financial institutions for information about any potential transfer fees charged by those institutions. Mobile carrier’s message and data rates may apply. See Wells Fargo’s Online Access Agreement for more information.

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QuickBooks is offered by Intuit Inc. Wells Fargo doesn't own or operate QuickBooks. Intuit is solely responsible for its content, product offerings, privacy, and security. Please refer to Intuit's terms of use and privacy policy, which are located on Intuit's website and are administered by Intuit.

QuickBooks and Quicken are trademarks of Intuit Inc. registered in the United States and other countries.

Wells Fargo Bank, N.A. Member FDIC.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Advisors. 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.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

Availability may be affected by your mobile carrier's coverage area. Your mobile carrier's message and data rates may apply.

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RSA SecurID is a registered trademark of RSA Security LLC.

Turning off your card is not a replacement for reporting your card lost or stolen. Contact us immediately if you believe that unauthorized transactions have been made. Turning your card off will not stop card transactions presented as recurring transactions or the posting of refunds, reversals, or credit adjustments to your account. Any digital card numbers linked to the card will also be turned off. For debit cards, turning off your card will not stop transactions using other cards linked to your deposit account. For credit cards, turning off your card will turn off all cards associated with your credit card account. Availability may be affected by your mobile carrier's coverage area. Your mobile carrier's message and data rates may apply.

QuickBooks and Quicken are trademarks of Intuit Inc. registered in the United States and other countries.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

Choose an Account for which you would like to receive transaction activity.
Access Download Account Activity under the Accounts tab and complete the required information.
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 with the Excel spreadsheet. 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.)
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.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Bank, N.A. Member FDIC.