Title: Wells Fargo Advisors WellsTrade Account — FAQ
Headings: WellsTrade
®
Brokerage Accounts

WellsTrade ® Brokerage Accounts
Top questions
What types of accounts does WellsTrade support?
What is the Brokerage Cash Services feature associated with my WellsTrade account?
How do I complete my account setup?
Where do I find my account documents online?
How do I sign and return my account documents?
When will I receive my new WellsTrade account number?
Where can I find specific forms that I need?
Whom do I call for questions?
Funding Your Account
How do I fund my WellsTrade account?
When will the initial funding be transferred into my WellsTrade account from my bank account?
How to Access and Manage Your Account Online
When can I access my account online?
How do I view my new account online?
Account Administration and Features for Your Account
When will I get my WellsTrade brokerage account statements?
How do I save paper and time by setting up my investment communications online (e.g. statements, trade confirmations, tax records)?
How soon can I start trading?
How can I set up a margin account?
How can I trade options in my account?
How can I provide access to my WellsTrade account for third parties so others I designate can view and/or conduct business in my brokerage account for me?
Fees
What are the WellsTrade account fees and commissions?
Do I need to link my WellsTrade account to my existing Wells Fargo Bank Portfolio by Wells Fargo relationship?
Still have questions?
Call Us

Content: Transfers or cash from any Wells Fargo or external bank checking or savings account
Transfer cash from another Wells Fargo Advisors investment account
Transfer an account from another investment firm - submit form online
Transfer an account or some assets from another investment firm - submit paper form
Deposit a check using your mobile device Footnote 2 2
Make a deposit with a teller at a Wells Fargo branch
Mail a check
Wire transfer
IRA, rollover, or 401 (k) accounts specifics
Questions? We're here to help, 1-800-TRADERS
Transfer cash from a bank account
With your Brokerage Cash Services feature, you can transfer funds between your banking and brokerage accounts and your WellsTrade account online — including certain non-Wells Fargo accounts - to easily make transfers or payments. ( If you have a WellsTrade accounts without Brokerage Cash Services, you will be unable to transfer funds between brokerage accounts or non-Wells Fargo accounts online). Just sign on with Wells Fargo Online ®, and access the Transfer & Pay menu. You can make a one-time transfer or set up recurring transfers. If you don't see a non-Wells Fargo checking or savings account you are looking for, you can simply add it to your Transfers list online: Sign on to Wells Fargo Online
Select the Transfer & Pay menu
Select ‘ Add a non-Wells Fargo Account ’ from the Transfer Money screen
Please note that any account owner of your WellsTrade account must also be listed as an owner on your linked bank account. Transfer cash from another Wells Fargo Advisors investment account
You can request to transfer funds between your WellsTrade account and other Wells Fargo Advisors accounts with the Brokerage Cash Services feature using the Transfer & Pay menu as described above. Your Brokerage Cash number will appear as a choice in the Transfer to and Transfer from menus. If you do not have this feature or prefer to transfer individual securities, please complete, sign, and return the WellsTrade Letter of Authorization to Transfer Funds or Securities (PDF) form.