How to Upload Your Wells Fargo Statement to Monavio
Follow these steps to download your Wells Fargo (United States) bank statement and upload it to Monavio. Our AI will automatically extract and categorize all your transactions.
Step-by-Step Guide
- 1
Log in to your Wells Fargo account at wellsfargo.com.
- 2
Go to "Statements & Documents" from the main navigation or account summary page.
- 3
Select the account type (checking, savings, or credit card).
- 4
Click on the statement period you want to download.
- 5
Click "Download" or the PDF icon to save the statement to your device.
- 6
Upload the downloaded PDF to Monavio to extract all transactions automatically.
Tips & Common Issues
- ✓ Wells Fargo statements are typically text-based PDFs that extract cleanly.
- ✓ Combined statements with multiple accounts are supported — Monavio separates them automatically.
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