Wells Fargo Support


G

Greg Pasquariello

WHEN will you support Wells Fargo? We keep getting told "check back often"
and the website says "Don't worry - we're certifying new banks all the time,
so please check back regularly"

As far as I can tell, not a single bank has been certified since release.

PLEASE tell us WHEN we can expect support for other banks, and WHAT banks
are scheduled to be supported. Even a rough estimate would be useful.

Regards
-Greg Pasquariello
 
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M

MS: Brian Yee

Greg Pasquariello said:
WHEN will you support Wells Fargo? We keep getting told "check back often"
and the website says "Don't worry - we're certifying new banks all the time,
so please check back regularly"

As far as I can tell, not a single bank has been certified since release.

PLEASE tell us WHEN we can expect support for other banks, and WHAT banks
are scheduled to be supported. Even a rough estimate would be useful.

Regards
-Greg Pasquariello
 
M

MS: Brian Yee

Greg,

We are working on certifying new banks and will have additional banks added
in the next few weeks. We have been in contact with all of the major banks
and are awaiting their authorization before we can turn them on for online
banking. If you would like to be proactive about this, please contact your
bank to request that they support SBA. In the meantime, you can still
download your Microsoft Money (2002 or later) files from wellsfargo.com and
import your transactions directly into SBA.

Your feedback has been noted. We are working with all of our banking
partners to get them on board!

Thanks for your input,

Brian
 
A

Andre

From other postings, I understand importing from Money is not available. Is
that correct or there is a way.
 
M

MS: Brian Yee

Andre -

You can download the Money .ofx file from your bank, save it on your
desktop, and import it into SBA. Direct transaction migration is not
currently available.
 
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