Wells Fargo Read Only Access: A Quick Guide for Uplinq

Uplinq's guide on how to utilize Wells Fargo's Account Permissions for delegating account access without compromising security
To manage the Wells Fargo's Read Only Access feature, please complete the following steps.

  1. Go to
  2. Select Account Access Management; you will see an overview of employees who have been added to your account.
  3. Grant UPLINQ a user with the following information as applicable:
  4. First Name: UPLINQ
  5. Last Name: Bookkeeping
  6. Email:

If you have any questions or need assistance with this process, please contact and your UPLINQ point of contact. Thank you for your efforts and patience!