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What type of security is implemented to protect my account information?We have implemented several measures to provide security for your account information.Quicken is a registered trademark of Intuit Inc., used under license.Quicken software can be used to track and review an investment portfolio, download account balances, view investment holdings, and review 18 months of transaction history.Quicken has a built-in tool made specifically for creating an end-of-year archive.This tool is perfect for keeping only the data relevant to the year you want to archive.When you download account information into Quicken, it is encrypted using Secure Socket Layer technology.What if I forget or lose my password for Wells Fargo Funds?

Due to the conversion of all Investor Class shares to Class A shares in October 2015, new fund codes were created.Please do not change the fund code prefix on your former Investor Class account.If you do, Quicken will warn that changing the account number may prevent your online access from working.So I always make sure I’m done editing any transactions from the tax year before I make the annual copy.Then I store the Quicken yearly archive file in the same place I store all my other tax return documents and data.

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