Contact My Financial Advisor

How do I contact my Financial Advisor?

If you work with a Financial Advisor, their contact information will be located at the top right corner of the first page of your most recent trade confirmation or brokerage account statement.

To access your statement online:

  1. Sign on to your Wells Fargo account online. If you do not have online access, you can enroll now.
  2. Click the Brokerage tab, select Brokerage Accounts, then Statements & Records.
  3. Select a statement you would like to view by clicking on the corresponding statement date (or click Delivery Preferences in Quick Links and then follow the simple instructions to set up online access to statement, trade confirmations and more).
  4. View your statement (Depending on your connection speed, this may take a few moments to load).

Or sign on to find the information in Contact Us.

How can I start working with a Financial Advisor?

If you are interested in investing with Wells Fargo Advisors, call us at 1-866-243-0931 or schedule a consultation.