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Step 3: Implement Your Changes

Continuing to review and adjust your investments over time is important to the success of your retirement goal. Whether you're making minor adjustments or overhauling your entire plan, we have a wide range of services that can help simplify the process.

  • 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

Career Change

  • Rollovers and IRAs can be confusing. Let our experienced team help you. Call one of our specialists at 1-800-359-3379.
  • Use our online account opening tool or request more information to roll over your IRA today!

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