Download Stock & Option Trades From Wells Fargo
- Log into your Wells Fargo account.
- Click on Brokerage.
- Click on Brokerage Accounts.
- Click on Account Services.
- Click on Account Download.
- Click on Excel.
- Choose an Account.
- Choose Download Basis, e.g., Realized Gains/Losses - Last Year
- Click on the Download button.
- Save the download as a .xls file.
- Convert .xls to .csv using Excel.