Download Stock & Option Trades From Wells Fargo

  1. Log into your Wells Fargo account.
  2. Click on Brokerage.
  3. Click on Brokerage Accounts.
  4. Click on Account Services.
  5. Click on Account Download.
  6. Click on Excel.
  7. Choose an Account.
  8. Choose Download Basis, e.g., Realized Gains/Losses - Last Year
  9. Click on the Download button.
  10. Save the download as a .xls file.
  11. Convert .xls to .csv using Excel.