0000054909 00000 n %PDF-1.6 %���� 0000045961 00000 n 0000288496 00000 n 0000086292 00000 n 0000037426 00000 n 0000008308 00000 n Wells Fargo Advisors is a subsidiary of Wells Fargo & Company, one of America’s largest and strongest financial institutions, which has been in business since 1852. Retirement Help and IRA Management. 0000070288 00000 n 0000282025 00000 n 0000056694 00000 n Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. 0000060591 00000 n 0000078384 00000 n 0000040872 00000 n 0000283762 00000 n 0000093351 00000 n Wells Fargo gives you flexibility, convenience, and control to transfer funds where and when you need it. 0000066767 00000 n You’ll also need your recipient’s name, address, bank details, and Swift code. 0000030888 00000 n 0000286580 00000 n Wells Fargo Employer-Sponsored Accounts. 0000148655 00000 n 0000024221 00000 n 0000064614 00000 n To transfer funds between your accounts: Sign on to Wells Fargo Online ® to access transfers. Please note: In order that we may properly credit this gift, please reference the donor’s name, and preferred designation, in the DTC transfer instructions. 0000009800 00000 n Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. 0000040219 00000 n CUSTOMER ACCOUNT TRANSFER (Please Use a Separate Form for Each Transfer) ACAT (Sections 1 & 2) Send to MO1355 Blue Envelope Mutual Funds (Section 3) Send to MO1355 Orange Envelope Wells Fargo Advisors (“WFA”) Account You are Transferring TO Social Security Number or Tax ID Number FCC Clearing Number 0141 0000056448 00000 n In September 2018, Wells Fargo announced it would cut 26,450 jobs by 2020 to reduce costs by US$4 billion. Payee/Registrant’s Address (include City, State, Zip Code & Country) Registrant’s SSN or Tax ID ... For transfers to third party accounts of which you have no ownership interest, you agree that by signing this document that ... Wells Fargo Advisors, LLC is a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company . 0000049230 00000 n 0000286959 00000 n 0000019456 00000 n 0000029920 00000 n 0000334958 00000 n 0000063781 00000 n Transferring funds between your Wells Fargo accounts is easy with the all-in-one convenience of our integrated Wells Fargo banking and Wells Fargo Advisors investing services. 0000284464 00000 n 0000071544 00000 n 0000043851 00000 n 0000014105 00000 n Checking and Savings Accounts Wells Fargo Bank 0000285658 00000 n 0000017372 00000 n 0000054091 00000 n 0000287530 00000 n Make a one-time transfer, set up automatic recurring transfers between your accounts, or even plan a transfer … Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. ; Choose the account you want to transfer money from, the account you want the money transferred to, the frequency of transfers, the date you would like the transfer to occur, and the amount that you would like to transfer. 0000011648 00000 n Customer support for clients already invested directly in mutual funds with Wells Fargo Asset Management. A powerful feature that connects your financial world. ½?eœ°gÀö˜1‡ê2Æay�ø¼…óÁ“B„ÁjşÀù„“şÖŸ :5Ïãhím½ûªÓqSé?îj9�şk"â1q“¼€[CxöSöê�ÂÉ}xG°ın´}öKwÇ0>f1pr*Xõë,>rĞÒ}À[^oY½3áîúƒñ…Åg8µ@¥¤å¼¼ è¸*ݧȒCEcÈ4@Pi\;AgKRv Mh`I΋ºB*Ğ^¡d±©Û¦ €»Xê¶Á„ÌåÌ¢úÚ è–V§@Ó€:B4z€Ø£v4PaQº­±,Ñm"6¡|kmjo-¦ °ÌľMëJV7!V݇Şj‡»¿CaT´‡›Pn¼ 1K40[¾ñBæZΡ�è„şh,0éAá)L�ÿ–. 0000023671 00000 n 0000077204 00000 n 0000059680 00000 n 0000080751 00000 n 0000051894 00000 n 0000039293 00000 n At Wells Fargo Advisors, you can make contributions to your IRA online or using your mobile device 1. 0000054355 00000 n Wells Fargo Advisors was known as Wachovia Securities until May 1, 2009, when it legally changed names following Wells Fargo's acquisition of Wachovia Corporation. 0000026868 00000 n 0000285290 00000 n 0000067012 00000 n 0000056113 00000 n 0000012360 00000 n 0000020115 00000 n 0000287850 00000 n 412 0 obj <>stream 0000060513 00000 n 0000053430 00000 n 0000052784 00000 n Assistance with existing accounts including contributions, rollovers, and distributions. 0000330899 00000 n 0000068815 00000 n 0000060263 00000 n 0000031381 00000 n 0000028670 00000 n 0000285055 00000 n 0000054647 00000 n 0000059021 00000 n 0000078103 00000 n 0000021944 00000 n 0000069622 00000 n 0000080159 00000 n Verification may take 3-5 days. 0000023925 00000 n 0000055785 00000 n 0000069077 00000 n 0000029569 00000 n 0000076282 00000 n 0000282300 00000 n 0000331169 00000 n Note of Caution on Fees: If your money transfer involves currency conversion, there is a high chance you will get a poor exchange rate from the banks and as a result pay high hidden fees.We recommend services like TransferWise for getting best conversion rates and lower wire transfer fees. 0000049891 00000 n 0000033291 00000 n Help with retirement plans (401(k), 403(b), Defined Benefit, Profit Sharing, etc.) 0000064692 00000 n 1 Each trade order will be treated as a separate transaction subject to commission. 0000044390 00000 n 0000065520 00000 n Contacts at Wells Fargo: Patrick Neukom (719) 577-5519 / FAX (719) 632-2168 . Corporate Offices Wells Fargo 420 Montgomery Street San Francisco, CA 94104. 0000062287 00000 n Wells Fargo Asset Management. 0000015592 00000 n 0000067350 00000 n 0000032019 00000 n 70 0 obj <> endobj 0000074332 00000 n 0000076594 00000 n I inherited an IRA from my father. 0000090437 00000 n 0000028976 00000 n 0000009580 00000 n 0000026278 00000 n 0000021649 00000 n Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC, separate registered broker-dealers and nonbank affiliates of Wells Fargo & Company.-58629 2 (Rev 12 – 11/17) Page 1 of 5 ACAT – Fax: (844) 879 -0941 0000061172 00000 n 0000067678 00000 n 0000285530 00000 n 0000283126 00000 n 0000087059 00000 n 0000039910 00000 n 0000080457 00000 n Wells Fargo Advisors’ Brokerage Cash Services is an enhanced brokerage feature that combines investing with easy access to digital banking providing seamless navigation between online banking, brokerage, transfers, and bill pay platforms with a … Wells Fargo Advisors has enhanced its already elevated recruiting offer by adding asset-transfer and growth targets that can bring cash bonuses for top brokers up to … ComplaintsBoard.com is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Wells Fargo Advisors Customer Service. 0000077514 00000 n Box 168048 Irving, TX 75016-8048. 0000051248 00000 n 0000068013 00000 n 0000078948 00000 n 0000034295 00000 n 0000024828 00000 n 0000053128 00000 n Initial Wells Fargo Advisors complaints should be directed to their team directly. 0000286831 00000 n 0000072516 00000 n 0000021048 00000 n 0000287912 00000 n 0000023109 00000 n 0000041194 00000 n Every person I speak to gives me different information on why I can't transfer the balance. Box 219967 Kansas City, MO 64121-9967. 0000030231 00000 n Wells Fargo Bank, N.A. 0000287720 00000 n Simply sign on to Wells Fargo Online to access transfers, and click Add Non-Wells Fargo Accounts to get started. This website is for broker-dealer use only. 0000286231 00000 n 0000033640 00000 n 0000284976 00000 n 0000020770 00000 n offers various advisory and fiduciary products and services including discretionary portfolio management. 0000047048 00000 n 0000038638 00000 n Name of Security and Number of Shares . 0000043500 00000 n 0000016627 00000 n 0000026589 00000 n Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. 0000046260 00000 n 5. 0000086540 00000 n 0000025419 00000 n 0000073428 00000 n 0000059099 00000 n 0000032329 00000 n 0000067600 00000 n 0000283254 00000 n 0000048584 00000 n 0000035196 00000 n 0000286785 00000 n serviced by Wells Fargo. Wells Fargo Wire Transfer. 0000044161 00000 n 0000025106 00000 n 0000081063 00000 n For transfers after 8 p.m., Wells Fargo will use the funds to pay transactions during its overnight processing even though the transfer will show as “pending” in your account information. 0000010735 00000 n 0000050456 00000 n 0000064364 00000 n %%EOF 0000018557 00000 n Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee … 0000288862 00000 n 0000071192 00000 n 0000281895 00000 n $30 monthly, waived for one of the following Portfolio statement ending balances: $25,000 or more in qualifying linked FDIC-Insured accounts, OR $50,000 or more in qualifying linked bank, brokerage (available through Wells Fargo Advisors, LLC) and credit balances (including 10% of mortgage balances, certain mortgages not eligible) Device 1 a Swift code is an international bank code that identifies a particular.! ) 632-2168 directly in mutual funds with Wells Fargo mobile app.¹ between your:. 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