Your advisor and accounts, always in reach
We live in a fast-paced world, so quick access to your accounts and advisor is a must. It’s easy to
get started and a breeze to stay in touch. Here’s what you get when you get connected.
get started and a breeze to stay in touch. Here’s what you get when you get connected.
Online access
See, track and manage all your accounts, all in one place, including:
- Reviewing your account summary, asset allocation, portfolio performance and more
- Sharing documents and account information with your advisor quickly with secure messaging
- Tracking your favorite equities by setting up market alerts
Digital document delivery
Sign up to have your financial documents and account statements delivered digitally and you'll benefit from:
- Faster, secure delivery
- Immediate access to all the documents you need for up to seven years
- Feeling better by using an environmentally friendly solution
Brokerage Cash Services
Enjoy powerful, free digital banking features and convenient money movement tools such as:
- Transfer funds between your brokerage accounts or initiate wire transfers
- Deposit checks on the go with Wells Fargo Mobile Deposit*
- Conveniently pay bills online or set up automatic payments
- Quickly and easily send or receive money to others with Zelle®
To learn more about the benefits of going digital, contact your financial advisor.
For help enrolling in online access, call us at 1-877-879-2495 Monday - Friday, 8:00 am – midnight ET.
For help enrolling in online access, call us at 1-877-879-2495 Monday - Friday, 8:00 am – midnight ET.
*Availability may be affected by your mobile carrier’s coverage area. Your mobile carrier’s message and data rates may apply.