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, click the "Account Services" tab within account access. From there, select the "Account View & Nicknames" 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.

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.

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

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

Wells Fargo Advantage Funds

  • Individual Investors · 1-800-359-3379
  • Investment Professionals · 1-888-877-9275
  • Institutional Sales Professionals · 1-866-765-0778