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Required Documents to Open an Account by Business Ownership Type

The documents listed below are required whether applying online, over the phone or in one of our stores.
  • When visiting a store, bring these required documents with you.
  • When applying online or over the phone, fax these documents to us at a later date.

Sole ProprietorShow Details

 
If applicable, the Fictitious Name Certificate or Certificate of Assumed Name or the Business License.1

PartnershipsShow Details

 
  • Partnership Agreement (if there is no agreement, obtain a statement stating so with all partners' signatures) or filed Limited Partnership Agreement. A copy of the Limited Partnership Agreement that is not filed may be accepted until the state filing is complete.
  • If applicable, Fictitious Name Certificate or Certificate of Assumed Name or the Business License.2
  • If applicable, the LLP registration form filed with the state.
  • Limited partnerships must:
    • File a certification of the partnership information with the state in which the business has its principle location.
    • Include the term limited partnership or LP in their legal name.
  • Limited Liability Partnerships or Professional Limited Liability Partnerships must include either LLP or PLLP in the account titles.
  • Texas only: Certificate of Limited Partnership

Limited Liability CompanyShow Details

 
  • Articles of Organization
  • Operating Agreement
  • If applicable, the Fictitious Name Certificate or Certificate of Assumed Name or the Business License. Limited Liability Companies must include LLC in the account title.

CorporationShow Details

 
  • Articles of Incorporation or a Certificate of Good Standing
  • Corporate Resolution
  • Texas only: Certificate of Incorporation and Certificate of Assumed Name, if applicable.

Incorporated or Unincorporated Associations or Organizations or Non-Profit Organizations Show Details

 
  • When the account is opened in the name of the organization, all of the qualification criteria of the entity type, such as corporation, of the organization must be met.
Need Additional Information?
Read our FAQs or call 1-800-416-8658, Monday through Friday, 5:00 am to 9:00 pm Pacific Time.
 
1 Required documents include a signed copy of a Wells Fargo Authorization for Information and Certificate of Authority (PDF)*. Print, sign and present this certificate along with your other business documents.
2 If the owner's name is fully stated in the business name, these documents are not required unless required by a state, county, or local agency.
Wells Fargo Bank, N.A. Member FDIC.
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