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Connecting bank feed to Wells Fargo CEO platform

  • June 8, 2023
  • 3 replies
  • 305 views
M
Freshman I

When I try to connect my bank feed for our Wells Fargo operating account that we access through the Wellsoffice.ceo.wellsfargo.com website it brings me to the wellsfargo.com login which doesn’t work with our CEO credentials.  Anyone know how you connect to the CEO platform?  

Best answer by AmaanFazeer11

Hello @mlatt ,

Have you tried to find the respective Bank Account through both MX and Plaid Service Providers?

 

MJL

3 replies

A
Acumatica Employee
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  • AmaanFazeer11
  • Acumatica Employee
  • Answer
  • July 6, 2023

Hello @mlatt ,

Have you tried to find the respective Bank Account through both MX and Plaid Service Providers?

 

Chris Hackett
M
Freshman I
  • mlatt
  • Author
  • Freshman I
  • August 1, 2023

@AmaanFazeer11 That was it.  I found it through the MX service.  I could not get the credit card info to download but the checking info came it.  Thanks for the reply!  

MJL
Chris Hackett
T
Jr Varsity III
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  • tonym68
  • Jr Varsity III
  • January 13, 2025

@AmaanFazeer11 That was it.  I found it through the MX service.  I could not get the credit card info to download but the checking info came it.  Thanks for the reply!  

​@mlatt , were you able to connect with the three pieces of data needed for input (Company, Login, Pswd)?

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