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Working With Quicken®

We currently support the following versions of Quicken:

  • PC: 2004–2015
  • Mac: 2006–2015

To download information about your funds, please establish a login ID and password in Online Account Access (OAA) and use these as your login credentials to access your accounts on Quicken.

To access your accounts in Quicken:

  • In the SSN field: Enter your OAA login ID
  • In the PIN field: Enter your OAA password

Still have questions?

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

The WellsTrade platform lets you purchase our funds directly:


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