View Your Accounts


Tutorial Home >Internet >Online services >Online Banking >How do I view my accounts using the Wells Fargo demo software for online banking?
Tutorial Home >Internet >Online services >Online Banking >Demo Online Banking >View Your Accounts

  Step 1:  View an Account Summary

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On this page, you can view a summary of all your accounts—both credit and liquid—including their account numbers and balance information. If you want more details, click the hyperlinked balance field to jump to the history page for that account.
  Step 2:  View Checking History

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On the Checking History page, for example, you can view details of all checking account transactions. These include ATM withdrawals, actual checks, online bill payments, and direct deposits.
  Step 3:  View Money Market History

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With a Money Market History, you can view information about balances and dividends as well as individual transaction details.
  Step 4:  View Credit Card History

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The Credit Card History page is similar to the other history pages, but also provides credit and balance information as well as transaction details.
  Step 5:  Transfer Funds

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To transfer funds between accounts, simply choose the "from" and "to" accounts, enter the amount you want to transfer, and click the Send button. The next page you see will confirm your transfer.
  Step 6:  Download History

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To download your account history, select the account you want to download and click the Select button.