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Medical Practice and Health Care Professionals

Doctors, dentists, chiropractors, optometrists, and other health care professionals focus on their patients' well-being. Wells Fargo may help with the financial and business needs of your evolving practice. We offer personalized service along with the convenience of a single institution to help meet your financial needs. You may apply online for many of these services; others are more complex and we recommend speaking with one of our bankers. Apply in person or call 1-800-416-8658.

Business Banking Services

Like every business, medical professionals need to manage their cash flow, accept payments, and disburse funds. Compare Wells Fargo's business checking accounts and savings accounts side-by-side.

Wells Fargo Business Online® enables access to your business and/or personal accounts from any secure internet connection. Manage your accounts including transferring funds, making payments, and viewing images, all in one place.

With Merchant Services you may be able to simplify how you accept card payments and manage your practice. Accept multiple payment types from patients at check out, online, or in the exam room with point-of-sale systems you can customize with tools to manage inventory, payroll and employee scheduling, sales reporting, marketing, and more.

If you manage your payroll in-house, our Direct Pay service is a simple solution for making net payroll and expense reimbursement deposits directly to your employee's checking accounts.

Extend the benefits of your Wells Fargo business banking relationship to your employees via the Wells Fargo At WorkSM program — at no additional cost to your business. Support your employees’ financial health with engaging workshops, tools, and resources that could help keep their financial goals on track.

Are you establishing a new office, acquiring or buying into an existing practice or expanding your current services? Is it time for new equipment or furniture? Do you need working capital for day-to-day expenditures? Should you refinance your current business or investment real estate? We have a variety of products to help meet your financing needs.

Wealth & Investment Management

As your practice grows, managing your personal wealth can become increasingly important and more complex. Whether planning for college expenses or retirement, we provide a variety of investing options to match your needs and preferences, including WellsTrade® and full-service brokerage through Wells Fargo Advisors. Our dedicated team of relationship managers and specialists at Wells Fargo Private Bank can also help you manage, transition, and make an impact with your wealth through investment and asset management, private banking, wealth planning, business transition and advisory, and other custom wealth management services.