Wells Fargo is the third-largest U.S. bank with $1.7 trillion in assets, offering banking, credit cards, mortgages, and investment services. Connect your Wells Fargo accounts to Quadratic to track all your finances in one spreadsheet with powerful analysis tools.
- Connect Wells Fargo checking, savings, and money market accounts.
- Track Wells Fargo Active Cash, Autograph, and other credit card rewards.
- Import WellsTrade brokerage and Wells Fargo Advisors data.
- Monitor Wells Fargo mortgage and home equity accounts.
- Analyze small business banking with Wells Fargo Business accounts.
- Secure connection through Plaid with read-only access.
Why Wells Fargo + Quadratic?
Wells Fargo offers comprehensive banking. Quadratic gives you the tools to understand it all.
Complete Picture
See banking, credit cards, mortgage, and investments together in one view with data that updates automatically.
Mortgage Insights
Track your Wells Fargo mortgage alongside your other accounts to understand your complete housing costs and equity.
Multi-Account Analysis
Combine Wells Fargo data with accounts from other banks to get a full view of your financial life.
Use Cases
How Quadratic users analyze their Wells Fargo accounts.
Rewards Tracking
- Track Active Cash unlimited 2% rewards on all purchases.
- Monitor Autograph card bonus category earnings.
- Analyze rewards redemption value and opportunities.
Mortgage Management
- Track mortgage payment history and principal balance.
- Monitor home equity line of credit utilization.
- Build amortization schedules with actual payment data.
Investment Tracking
- Import WellsTrade self-directed brokerage data.
- Track Wells Fargo Advisors managed accounts.
- Consolidate retirement accounts (IRA, 401k) in one view.
Business Banking
- Track Wells Fargo Business checking transactions.
- Monitor business credit card spending by category.
- Generate cash flow reports for your business.
AI-powered Wells Fargo analysis
Query your Wells Fargo data with natural language. Ask "What's my average monthly mortgage payment including escrow?" or "Show me all ATM withdrawals this year" and get instant answers.
More than the Wells Fargo app
Wells Fargo's app shows balances and transactions. Quadratic lets you analyze trends, build forecasts, create custom reports, and combine data from all your financial institutions.
Secure by design
Plaid handles authentication with Wells Fargo directly. Quadratic only receives read-only data - we can never access your login credentials or make changes to your accounts.
FAQ
How do I connect my Wells Fargo account to Quadratic?
In Quadratic, go to Connections, select Plaid, and search for Wells Fargo. Sign in with your Wells Fargo Online credentials to securely connect your accounts with read-only access.
Which Wells Fargo accounts can I connect?
You can connect checking, savings, money market accounts, CDs, credit cards, WellsTrade brokerage, Wells Fargo Advisors accounts, mortgages, and home equity lines of credit.
Can I track my Wells Fargo mortgage payments?
Yes. Mortgage account data including payment history, principal balance, and escrow information can be imported and analyzed alongside your other Wells Fargo accounts.
Does Quadratic support Wells Fargo business accounts?
Yes. Wells Fargo Business checking, savings, and business credit card accounts are fully supported through the Plaid connection.
How often does my Wells Fargo data update?
Transaction data typically syncs within a few hours of posting to your account. Balance information updates more frequently throughout the day.
Is my Wells Fargo login secure?
Yes. Quadratic uses Plaid for secure authentication. Your Wells Fargo credentials are never stored by Quadratic, and all data transmission is encrypted.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
