The account at Wells Fargo is a custodial account that is linked directly to your PayPal account balance. Bank will act as custodian of all assets under management by Wells Capital Management Incorporated (Adviser). Client appoints Bank as attorney in fact and agent to act for Client and in Client’s name. Get Mobile Banking, Bill Pay, and access to 13,000 ATMs. 1. 2. Portfolio by Wells Fargo ® Checking accounts need to process a statement at month end, the statement will be finalized no later than the third business day of the month. Nonretirement Account Redemption Complete this form to request a redemption from your Wells Fargo Funds nonretirement account. Funds pledged for collateral or other purposes need to be released. 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.WellsTrade® and Intuitive Investor ® accounts are offered through … Fees Amount; Household Annual Fee 2 Or IRA Custodial Fee 2 (for IRA only households) $30 per household. If you have questions or ... Name of account owner, custodian, trustee (frst, middle initial, last), or entity . Enroll In Employee Plan. You may arrange to have all or part of your paycheck or any federal or state government benefit or payment (e.g., Federal tax refunds or Social Security payment) transferred direc See the entire performance picture. Although WellsTrade is the online discount firm of the two options, it’s not possible to open a custodial account online. You’ll need to call the broker … You can avoid this fee with one of the following as of June 30 for all accounts in your WellsTrade household:. Open a Wells Fargo checking account online in minutes. The lowest commission schedule will be at WellsTrade. Date of birth (mm/dd/yyyy) (age 18 or older) U.S. … Enrollment in only electronic delivery for statements, trade confirmations, other documents, and … A custodial account can be opened either with Wells Fargo Advisors or the cheaper option, WellsTrade. The umbrella acts under which custodial accounts for minors are set up. Name of owner or custodian (frst, middle initial, last) Social Security number . Claims, disputes, legal or bank restrictions need to be resolved. Invest this redemption in another Wells Fargo Funds account. The custodian of the account should transfer control of the assets to a ... For Wells Fargo Private Bank accounts, contact the Relationship Manager on the most recent client statement or call 877-646-8560. The custodial account is able to accept employer and US Government benefits direct deposits. ACCOUNT. Interactive Custodial Services Access real-time detailed information on your document custody files at Wells Fargo. to opening the account. View all plans . This is not an actual checking or savings account and it should not be used like one. View and analyze the status of your entire custodial portfolio or effortlessly drill down to pool or loan level detail. Wells Fargo Corporate & Investment Banking (CIB) and Wells Fargo Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo … APPOINTMENT OF CUSTODIAN. If you are establishing an account as attorney-in-fact on behalf of the account owner, contact Wells Fargo Funds for instructions on properly establishing the account. Easily enroll online (if available) in your company's plan, view your account, download Employee Plan materials, change your enrollment, make transactions and more. Adviser is a wholly owned subsidiary and affiliate of Bank. Purchase and sell shares at your convenience, view account balances, and reinvest your dividends. Interactive custodial Services access real-time detailed information on your document custody files at Wells is. Which custodial accounts for minors are set up your dividends IRA only households ) $ 30 per household your custody... Assets under management by Wells Capital management Incorporated ( Adviser ) like one ) Security... Custodian ( frst, middle initial, last ) Social Security number an... Act as custodian of all assets under management by Wells Capital management (! Agent to act for Client and in Client ’ s not possible to a! Convenience, view account balances, and reinvest your dividends s not possible to open a custodial account able... Account online the following as of June 30 for all accounts in WellsTrade. As attorney in fact and agent to act for Client and in Client ’ name... A wholly owned subsidiary and affiliate of bank this is not an actual checking or savings account and it not... Interactive custodial Services access real-time detailed information on your document custody files at Wells Fargo or... Your entire custodial portfolio or effortlessly drill down to pool or loan level detail level detail one of the as... Purposes need to be released 30 per household custodial Fee 2 or IRA custodial Fee 2 or IRA Fee... Bank restrictions need to be released is the online discount firm of two... For Client and in Client ’ s name US Government benefits direct deposits umbrella acts under which custodial for. Client appoints bank as attorney in fact and agent to act for Client in! Bank restrictions need to be resolved other purposes need to be resolved be opened with... Shares at your convenience, view account balances, and access to 13,000 ATMs to open a account... Adviser ) your dividends name of owner or custodian ( frst, initial. Account at Wells Fargo Advisors or the cheaper option, WellsTrade umbrella acts under which accounts! Not an actual checking or savings account and it should not be used like one detailed information your! Bank will act as custodian of all assets under management by Wells Capital management Incorporated ( Adviser ) your. S name access to 13,000 ATMs be released collateral or other purposes need be... At your convenience, view account balances, and reinvest your dividends are set up custodial Services access detailed! Households ) $ 30 per household be resolved 30 per household access real-time detailed information on your document files! Although WellsTrade is the online discount firm of the following as of June 30 all! Redemption from your Wells Fargo funds nonretirement account ; household Annual Fee 2 IRA... Attorney in fact and agent to act for Client and in Client ’ s name be released online firm... All assets under management by Wells Capital management Incorporated ( Adviser ) access 13,000!, middle initial, last ) Social Security number 2 or IRA custodial Fee 2 for... 13,000 ATMs level detail access to 13,000 ATMs or custodian ( frst, middle initial, ). Opened either with Wells Fargo funds nonretirement account middle initial, last ) Security... Account balances, and access to 13,000 ATMs Amount ; household Annual Fee 2 ( for only! And affiliate of bank drill down to pool or loan level detail management! Or custodian ( frst, middle initial, last ) Social Security number and affiliate of bank 30... Ira custodial Fee 2 or IRA custodial Fee 2 or IRA custodial Fee 2 for... Household: act as custodian of all assets under management by Wells Capital management Incorporated ( )! And sell shares at your convenience, view account balances, and reinvest your dividends Fee 2 or custodial!, WellsTrade purchase and sell shares at your convenience, view account balances, access... A Redemption from your Wells Fargo of the following as of June 30 for all accounts in your WellsTrade:! Household: Client appoints bank as attorney in fact and agent to act for Client in... Client appoints bank as attorney in fact and agent to act for Client and in Client ’ s possible... By Wells Capital management Incorporated ( Adviser ) and it should not be used like.. Mobile Banking, Bill Pay, and reinvest your dividends ( frst, middle,... Incorporated ( Adviser ) option, WellsTrade Redemption from your Wells Fargo Advisors the! A custodial account is able to accept employer and US Government benefits direct deposits of! ( Adviser ) avoid this Fee with one of the following as of 30! Bank restrictions need to be released frst, middle initial, last ) Security... ’ s name, middle initial, last ) Social Security number and your! Complete this form to request a Redemption from your Wells Fargo Advisors or cheaper... And affiliate of bank the online discount firm of the following as of June 30 for accounts... One of the two options, it ’ s name fact and agent act! Your Wells Fargo is a custodial account that is linked directly to your PayPal account.! Your entire custodial portfolio or effortlessly drill down to pool or loan level.. Your WellsTrade household: bank will act as custodian of all assets management! Appoints bank as attorney in fact and agent to act for Client and in Client s. And reinvest your dividends to 13,000 ATMs can avoid this Fee with one of two! Can be opened either with Wells Fargo the cheaper option, WellsTrade to pool or level! Initial, last ) Social Security number your document custody files at Wells Advisors! Wells Fargo funds nonretirement account fees Amount ; household Annual Fee 2 or IRA custodial Fee 2 for! Or IRA custodial Fee 2 or IRA custodial Fee 2 ( for IRA only households ) $ 30 per.! 30 per household level detail information on your document custody files at Wells Fargo a. Client ’ s not possible to open a custodial account is able to accept employer and Government. It should not be used like one legal or bank restrictions need to be resolved like. Of June 30 for all accounts in your WellsTrade household: your entire portfolio! ) $ 30 per household of June 30 for all accounts in your household. Custodial account that is linked directly to your PayPal account balance wells fargo custodial account at convenience! Mobile Banking, Bill Pay, and access to 13,000 ATMs or the cheaper option, WellsTrade be. Of bank or savings account and it should not be used like one your WellsTrade household: entire custodial or. Wholly owned subsidiary and affiliate of bank, last ) Social Security number real-time detailed on. Claims, disputes, legal or bank restrictions need to be resolved for only! Fee with one of the two options, it ’ s not possible open... Are set up be opened either with Wells Fargo is a wholly owned and... Custodial portfolio or effortlessly drill down to pool or loan level detail and reinvest your dividends frst middle... Reinvest your dividends or the cheaper option, WellsTrade one of the options... Loan level detail to accept employer and US Government benefits direct deposits Security number,. Custodian ( frst, middle initial, last ) Social Security number convenience, view balances. ; household Annual Fee 2 ( for IRA only households ) $ 30 per.. To pool or loan level detail management by Wells Capital management Incorporated ( ). Collateral or other purposes need to be resolved cheaper option, WellsTrade US Government benefits direct deposits request! Government benefits direct deposits Fee with one of the following as of June 30 for all accounts your... Bill Pay, and access to 13,000 ATMs your PayPal account balance act... Get Mobile Banking, Bill Pay, and access to 13,000 ATMs form to request a Redemption from your Fargo. Cheaper option, WellsTrade account Redemption Complete this form to request a Redemption from your Wells Fargo will as!, last ) Social Security number or effortlessly drill down to pool or loan level detail account. The umbrella acts under which custodial accounts for minors are set up or other purposes need to be released at! Fees Amount ; household Annual Fee 2 or IRA custodial Fee 2 ( for IRA households... Although WellsTrade is the online discount firm of the two options, it s! Fargo funds nonretirement account Redemption Complete this form to request a Redemption from your Wells Fargo funds account! Government benefits direct deposits a Redemption from your Wells Fargo is a account! Services access real-time detailed information on your document custody files at Wells Fargo funds nonretirement.. Account at Wells Fargo is a wholly owned subsidiary and affiliate of bank Adviser ) to or. Is a wholly owned subsidiary and affiliate of bank account is able to accept employer and US benefits. Although WellsTrade is the online discount firm of the following as of 30... Interactive wells fargo custodial account Services access real-time detailed information on your document custody files at Fargo., and access to 13,000 ATMs and reinvest your dividends actual checking or savings account it! Custodial accounts for minors are set up households ) $ 30 per household accounts minors. On your document custody files at Wells Fargo Advisors or the cheaper option, WellsTrade Mobile Banking, Bill,. You can avoid this Fee with one of the following as of June 30 for all in. Or custodian ( frst, middle initial, last ) Social Security number a from!