Yes A checkmark with a circle around it close
Woman standing on the sidewalk of a busy city street looking at her cell phone

Account Aggregator: When your financial accounts are all in one place, one look is all you need

With Wells Fargo Account Aggregator, you can see your bigger financial picture by easily linking your accounts at Wells Fargo and Wells Fargo Advisors — as well as your accounts held elsewhere at one of over 11,000 financial institutions — together, all in one place. Even if you don’t see your institution on our list, you can still add your account manually.

From checking and retirement accounts to credit cards, investment accounts, and mortgages, seeing more means:

  • You’re more informed and always in control
  • You decide what to share with your advisor to get the guidance you want
  • Your account balances are updated automatically, so you can view your finances and always know where you stand

Learn how to use Account Aggregator by clicking on the video below.

Transcript PDF

It’s easy to get started:

  1. Log in to your account through wfa.com
  2. Select the Brokerage Overview tab
  3. Scroll down the page and click on the ACCOUNT AGGREGATOR link

If you don’t have online access, you can enroll here.

Additional questions?

Download this user guide (PDF). Your financial advisor is available to assist you as well.

Because when you see more, you know more.