This form is for use by companies requesting account (includes deposit accounts, loans, and business lines and cards) information on Wells Fargo Bank, N.A. commercial customers.
Please complete the form, obtain the customer’s authorization signature and fax the request to 1-844-879-0544. Your completed request will be faxed to the return fax number provided on this form.
- Customer since date or open date of account
- Average balance or current balance in a general figure range
- Amount of credit extended and current amount outstanding in a general figure range
- Whether or not an account is closed
A fee may be charged to the Wells Fargo customer for this service. Customer should refer to the Wells Fargo Bank, N.A. schedule of fees or Treasury Management Pricing Disclosures for fee information.
Submitting a request
To avoid processing delays, read important guidelines for completing a Commercial Credit and/or Deposit Account Inquiry Request form.
Complete the Commercial Credit and/or Deposit Account Inquiry Request form (PDF*) including account numbers and customer authorization section. Please provide full account numbers with your request. Include your return fax information on the form so we can return our response as quickly as possible. If a fax number is not included on your request, our response will be mailed to the address provided. For faster processing, please complete the form on your computer before printing.
Fax completed form to 1-844-879-0544. Note: The form must be received within 90 days of the customer signature.
Read our Frequently Asked Questions.
Approximately two business days. Turn-around time may vary due to request volume.