Source: https://wealthfolio.app/portfolio-tracker/wells-fargo/

[All supported brokerages](https://wealthfolio.app/connect/brokerages/)

Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Wells Fargo.

United States

# Track your Wells Fargo portfolio with Wealthfolio

Connect your eligible Wells Fargo investment accounts once. Wealthfolio keeps supported stock holdings and balances up to date alongside your other institutions.

[Connect Wells Fargo with Wealthfolio](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/)

Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.

![Wealthfolio dashboard tracking a Wells Fargo portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard.png) ![Wealthfolio dashboard tracking a Wells Fargo portfolio](https://assets.wealthfolio.app/images/screenshots/investments/dashboard-dark.png)

Your portfolio dashboard in Wealthfolio

## From your Wells Fargo account to your whole investment picture

### Keep your portfolio current

Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.

### Bring institutions together

See Wells Fargo alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.

### Use the combined picture

Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.

Available views depend on the data and history supported by each connection.

![Wealthfolio analyzing a combined portfolio that includes Wells Fargo](https://assets.wealthfolio.app/images/screenshots/performance/compare.png) ![Wealthfolio analyzing a combined portfolio that includes Wells Fargo](https://assets.wealthfolio.app/images/screenshots/performance/compare-dark.png)

Performance comparison against a benchmark

## What syncs from Wells Fargo

Available data

-   Stock holdings and account balances

Eligible accounts

Eligible Wells Fargo investment accounts shown during authorization.

Available history

Past transactions are not available through this connection.

Updates

Wells Fargo makes source data available daily; Wealthfolio refreshes once a day or whenever you choose Sync now.

## How to connect Wells Fargo

Connection method: OAuth on Wells Fargo's website. Follow the steps below to add the account.

1.  Choose Wells Fargo in Wealthfolio Connect and open SnapTrade's secure connection window.
    
2.  Follow the redirect to Wells Fargo's website and sign in there.
    
3.  Review the eligible accounts and read-only access requested for portfolio synchronization.
    
4.  Approve the connection, return to Wealthfolio, and review your holdings.
    

[Learn about Wealthfolio Connect](https://wealthfolio.app/connect/)

## Your account stays under your control

### Read-only access

The connection can retrieve account data. It cannot place trades or move money.

### Your sign-in

With OAuth, you enter your Wells Fargo username and password only on Wells Fargo's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password.

### Your Wealthfolio data

Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.

## Good to know about this connection

-   Wells Fargo connections sync holdings and balances, but not past transactions. Use Holding Snapshots to track positions and cash over time. If you want a full transaction history, you can also import or enter past activity.
-   Only stock holdings sync from Wells Fargo. Other asset types can be tracked manually.
-   Wells Fargo IRA accounts currently do not return positions through this connection.

If activity history is limited, you can still use Wealthfolio's [Holding Snapshots mode](https://wealthfolio.app/docs/concepts/tracking-modes/) to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available.

## Frequently asked questions

### Will my Wells Fargo transaction history appear in Wealthfolio?

No. This connection provides supported stock holdings and account balances, but not past transactions.

### Why are positions missing from my Wells Fargo IRA?

Wells Fargo IRA accounts currently do not return positions through this connection.

### When does Wells Fargo data update?

Wells Fargo provides source data daily. Wealthfolio refreshes once a day, or whenever you choose Sync now.

### Does Wealthfolio get my Wells Fargo password?

No. You sign in on Wells Fargo's website and approve read-only access. You can disconnect later to stop future updates.

## Other ways to add or complete your data

Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.

[Learn about CSV import](https://wealthfolio.app/docs/guide/csv-import/)

## Also supported

### [Alpaca Paper](https://wealthfolio.app/portfolio-tracker/alpaca-paper/)

Portfolio tracker

### [Charles Schwab](https://wealthfolio.app/portfolio-tracker/schwab/)

Portfolio tracker

### [Chase](https://wealthfolio.app/portfolio-tracker/chase/)

Portfolio tracker

## Ready to connect Wells Fargo?

[Explore Wealthfolio Connect](https://wealthfolio.app/connect/) [Download Wealthfolio](https://wealthfolio.app/download/)

Wells Fargo and its associated trademarks are the property of their respective owners.