Get the most out of your Wells Fargo Advisors brokerage account
Simplify your investments
- Manage your account online
- Sign up for online statements
- Transfer funds between accounts
Access and manage your accounts by phone
With the voice-activated phone system, you can:
- Access your balances and other important information for both your brokerage and bank accounts
- Place trades for stocks and options
- Get quotes for stocks, mutual funds, and options
Simply call 1-800-TRADERS (1-800-872-3377) and tell the Automated Voice Response System what you'd like to do. For more details, download the instruction manual (PDF).
Sign up for additional account services
Download, print, and then fax or mail forms and applications for the accounts and services clients request most.
Utilize your cash balances
With Wells Fargo's cash sweep features, you can automatically transfer un-invested cash balances into interest-bearing Wells Fargo deposit accounts or money market funds.
Contact us
Wells Fargo Advisors
- Full
Service Brokerage
For customers investing with a Financial Advisor: 1-866-281-7436 - WellsTrade
For customer support with WellsTrade accounts: 1-800-TRADERS (1-800-872-3377)
Mail
WELLS FARGO ADVISORS
Attention: N9160-01P
PO Box 77046
Minneapolis, MN 55480-9902
Forms
To add new account features to your current account, simply download, print and fill out the appropriate form or application and submit it via the fax number or mailing address provided.
Have a question or want to open an account? View more contact options
Sign on to manage your accounts.
Notice
For your security, we do not recommend using this feature on a shared device.
Time for guidance, not for guessing.
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Interest rates and inflation
The latest thinking from Wells Fargo Investment Institute on these key rates and how they could affect investors and consumers.
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Six strategies for weathering volatility
To help you handle your portfolio's fluctuations, request your copy of “Six Strategies for Weathering Market Volatility.”
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Benefits and resources
Introducing Wells Fargo Premier
An elevated financial experience to help you plan tomorrow the same way you pursue today.
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Get a closer look at how certain investing strategies may help you confidently integrate your beliefs into your portfolio without sacrificing performance.
Learn about Vision Investing
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested