Frequently Asked Questions
If I already have online account access, how do I view an account that I recently opened?
In order to view recently established accounts, opened via online / telephone
exchanges or online / telephone purchases, click the "Account Services"
tab within account access. From there, select the "Account View & Nickanames"
option, and choose which accounts you want to show up in your view. You can also
use the same method to remove $0 balance accounts from your view if you so choose.
How do I change my address?
You can change your mailing address online in the "Account Services"
area within account access. Please note that if you change your address, your
banking information may also need to be changed. To change your bank information,
print the appropriate form and include the new bank information. These forms
require a signature guarantee if you are establishing a bank address with no
owner in common with your account registration, or establishing a bank address
in which all joint owners are not in common with account registration.
How do I transfer accounts to Wells Fargo Advantage FundsSM?
Mutual Fund Accounts Wells Fargo Advantage Funds, P.O. Box 8266, Boston, MA 02266-8266
||Use our Online
Account Opening system to transfer non-IRA and IRA accounts.
||To transfer non-IRA mutual fund accounts to us, complete and mail the Non-IRA Transfer Form.
||To transfer an IRA mutual fund account to us, complete and mail the IRA Transfer Form.
Where can I find forms to update my account?
Forms can be found under the "Your Account" tab. The forms have been broken down into Commonly Requested Forms and Other Forms.
Where can I learn more about making investment decisions that are right for me?
& Advice is designed to help investors with all types and experience levels
make investment decisions.
How do I access my account online?
To log in, use the case sensitive 6-18 character Login ID you created during registration. Enter the password you created during the registration process. Passwords are case sensitive (e.g., JOE123 is different from joe123). Click the "log in" button after completing the above information to access your account.
How do I register for online account access?
To begin using account access, you must complete the registration form. Make sure you have the following information:
||Your account registration the name of ONE owner, trustee, custodian, or company
||Your Social Security number (SSN) or tax identification number (TIN)
||One account number associated with the SSN/TIN listed above
What investment options are available to benefit children?
With tuition increasing at rates of 5% to 6% each year, you may want to start
early and begin designing a plan that will help cover your child's education
costs. The College
Planning area can walk both parents and students through the steps of developing
a successful plan for their college investments.