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Picture This: 401(k) and HSA Savings Alongside Your Day-to-Day Checking Account With Wells Fargo

Expanded view of their Wells Fargo accounts helps customers better track and plan their finances

CHARLOTTE - February 26, 2014

Wells Fargo & Company (NYSE: WFC) today announced that customers with employer-sponsored retirement plans and Health Savings Accounts (HSA) offered by Wells Fargo are now able to see their accounts in one central view on along with information from their other Wells Fargo accounts. The integration will help customers have a full picture of their financial assets, which will help them plan their finances and prepare for retirement.

Having a view of all their Wells Fargo account balances, including checking, savings, investment, loan, insurance, credit, and now employer-sponsored retirement plans and HSAs, helps Wells Fargo customers to monitor their assets and make sure they are meeting their financial goals. They can quickly identify savings opportunities and use alerts throughout the month to keep on top of their finances.

“Companies that hire us to provide benefit plan services have embraced this integration with basic accounts, recognizing their employees want to see all this information in one view,” said Joe Ready, director of Wells Fargo Institutional Retirement and Trust. “The participant or employee wants a holistic view of his or her financial picture, and that includes their 401(k)-type plan and HSA account. Having all their accounts displayed on can help customers better assess their overall financial health.”

“We believe that showing a 401(k) plan and HSA in one place can help people foster healthy savings behaviors,” said Elizabeth Ryan, head of Wells Fargo’s Health Benefit Services. “Our data shows Wells Fargo 401(k) participants with a Wells Fargo HSA have a 55 percent higher average balance than those without. As a planning vehicle for retirement, HSAs are a great complement to customers’ existing strategies because funds in an HSA can be used tax-free for a broad range of everyday and unexpected medical expenses between now and retirement.”

In addition to offering an easier way to manage employer-sponsored retirement plans and HSAs by using, customers can also access their information through the Wells Fargo Mobile® app on their smart phones or tablets and through text messages.

To learn more about Wells Fargo employee retirement benefits, visit

About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.5 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, and the Internet (, and has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 270,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2013 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.

Leslie Ingberg

Andrea Mahoney 415-222-4722