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.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
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.
What syncs from Wells Fargo
- Available data
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- 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.
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Choose Wells Fargo in Wealthfolio Connect and open SnapTrade's secure connection window.
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Follow the redirect to Wells Fargo's website and sign in there.
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Review the eligible accounts and read-only access requested for portfolio synchronization.
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Approve the connection, return to Wealthfolio, and review your holdings.
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 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 importAlso supported
Ready to connect Wells Fargo?
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