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Wells Fargo Business Track

Wells Fargo Business Track is a suite of online tools like Clientline that merchants can use to manage their merchant account. Once signed up, merchants can find important information about their merchant account payment processing such as key transactions, reconciliation details and dispute information for each of the card payment streams including American Express, Visa and all other payment brands.

  • ClientLine Reporting. View monthly account statements and detailed payment processing information through customizable reporting either online or through email.
  • Merchant Alerts. Receive important, time-sensitive payment reconciliation and dispute information by email. You can select the types of alerts desired.
  • Dispute Manager. Receive, view and respond to payment disputes and chargebacks.

  • Monthly statement information: View statements online or download in several format types.
  • Manage chargebacks: Using Dispute Manager, you can quickly resolve disputes/chargebacks and respond to requests for information online, instead of by mail or phone.
  • Receive key updates: Merchant Alert emails, once enabled, provide timely dispute/chargeback notices, next-day sales and funding information, statement availability and other information.
  • Financial analysis: ClientLine reporting supports historical and trend analyses on transactional activity 
  • Account reconciliation: Download various types of payment data from ClientLine Reporting for analysis and month end/year end tasks

Business Track 

Merchants can request account access to the Business Track portal by submitting a support request to MS. It will take 2 to 3 business days for MS to create your User ID.

Once your User ID is set up, please follow the steps below to set up your Business Track account:

  1. Select the link that was provided to you via email. This link will take you to a pre-authenticated page where you will complete enrollment.
  2. You will be prompted to put the user ID that was received via email into the User ID field. Next, you'll put the moving red letters in the moving red letters box and select Next.
  3. Now you will be prompted to answer a security question. The questions will either be entering your business checking account number, or entering a PIN if you received a PIN email.
  4. Next you will need to agree to the Terms and Conditions by selecting the checkbox at the bottom of the page.
  5. At this point, you will be asked to update your account information. You will select a new secret question and answer, and will need to review and validate your email address, phone number and ZIP code.
  6. Now a temporary password will be displayed on the screen. Be sure to record this password, as you'll need it for your initial login.
  7. Now enter your user ID and temporary password, then select Sign in. You will be prompted to enter the user ID and temp password 2 times, on 2 different screens.
  8. Now you'll be prompted to change your temporary password and choose your own password.
  9. Your enrollment is now complete and you have successfully logged into the Business Track portal.

Password Expiration

Business Track passwords expire every 60 days. You will be prompted the first time you sign on after 60 days to change your password. You will not be able to access the Business Track portal until you have changed your password.

Disable User ID due to Inactivity

In order to retain your access to the Business Track portal, you must sign on at least once every 120 days. After 120 days without signing on, your access will be automatically disabled by the system and you will need to make a new request for enrollment where you will receive a new user ID. This is to help protect your account information from any unauthorized access. 

Forgot User ID or Password

If you’ve forgotten your user ID or password after they’ve been established, go to www.businesstrack.com and select Merchant Login. Then select either the Forgot User ID or Forgot Password link next to the login fields. Your user ID will be emailed to you. You will need to provide the answer to your secret question to have your password reset.

Customer Support for Login Issue

Please call the Business Track Help Desk at 1-800-285-3978, Monday to Friday, 8:00 a.m. to 10:00 p.m., Eastern Standard Time.

Run Reports

Follow the steps below to generate reports in ClientLine:

  1. Login to your Business Track account at www.businesstrack.com
  2. Hover over Applications and select ClientLine Reporting from the drop-down menu
  3. Hover over Reports and select Create a Report from the drop-down menus
  4. Choose applicable Report Category (sales/funding, disputes, rate analysis)
  5. Fill in applicable fields in Filter Criteria and select Next
  6. Available Reports will appear in the Available Reports section. At this point you can choose your report and customize further, view an example of the report, run the report now or schedule to receive the report at a specific cadence.
  7. You have the ability to export in Excel, Adobe PDF, HTML and CSV file formats.

Schedule Reports

Follow the steps below to schedule a report:

  1. Login to your Business Track account at www.businesstrack.com
  2. Under Applications, select ClientLine Reporting
  3. Hover over Reports and select Create a Report
  4. Choose your Report Category, complete the filter criteria required fields and then press Next
  5. Choose the available report type and select Schedule Report. Fill in the fields based on your needs and select Submit.
  6. You will get a confirmation on your screen that the report has been scheduled successfully 

Report Timeline Window

  • You can generate Summary Reports in ClientLine for up to 25 months’ worth of transactions.
  • You can generate Detailed Reports in ClientLine for up to 13 months of card and transaction level data. 

Run Monthly Merchant Statement

The monthly merchant statements will be available in ClientLine for 7 years. Follow the steps below to find and print your monthly merchant statement:

  1. Login to your Business Track account at www.businesstrack.com
  2. Under Applications, select ClientLine Reporting
  3. Hover over Reports and select Monthly Statements
  4. Choose the statement view from the dropdown and year. Then select Search.
  5. Choose the statement month you desire 
Last Updated: Jan 26, 2022


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