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Make an Appointment Questions

What browsers and mobile devices support the Make an Appointment service?

The Make an Appointment service has been optimized to work on Internet Explorer v.6 or higher, and on the following smart phones:

  • iPhone 4G iOS 5 or higher
  • iPhone 4S iOS 5.x or higher
  • iPhone 5 iOS 6.x or higher
  • HTC EVO 4G OS 2.3 or higher
  • HTC One OS S4.0 or higher
  • Samsung Galaxy Nexus OS 4.1 or higher
  • Motorola Droid X OS 2.3.x or higher
  • Samsung Galaxy S2 OS 2.3.5 or higher
  • Samsung Galaxy S3 OS 4.0.4 or higher

The service may also work on other browsers and mobile devices.

What is the advantage of scheduling an appointment online vs. going directly to a store to see a banker?

We know your time is valuable. By scheduling an appointment, you can ensure there will be a banker available to meet with you at your chosen time.

Why doesn’t my local Wells Fargo store offer this Make an Appointment service?

Online appointment scheduling is currently being offered at a limited number of banking locations. We expect to expand this service to other banking locations in the future.

Can I schedule an appointment for today?

Currently, same-day appointments cannot be scheduled online. If you need to speak with a banker urgently, please visit or call your nearest banking locations.

Can I search for locations that offer the Make an Appointment service on my mobile device?

Yes. Go to and select Schedule a new appointment. After you choose a reason for your visit, you will be asked to select a location. If you search by a ZIP Code or address, you will see a list of locations where you can make an appointment.

Do I have to be interested in a product to schedule an appointment with a banker?

No. Many customers may want to meet with a banker to have an account review or to discuss features of their account. Products and services change, and our bankers would be happy to meet with you to ensure your accounts are set up to meet your needs.

Can I schedule an appointment with a specific banker?

A qualified banker will be ready to meet and can discuss the full range of Wells Fargo products and services. At this time, appointments cannot be scheduled online with a specific banker.

What personal information is required to make an appointment online?

We ask you to indicate if you are an existing Wells Fargo customer, your name, email, and phone number to ensure we can contact you for the purpose of scheduling, rescheduling, or cancelling your appointment.

How will my contact information be used?

Your contact information will be used for the purpose of scheduling, rescheduling, or cancelling your appointment or for receiving feedback on your experience. Your information will not be shared with third parties. You will not receive spam email from Wells Fargo as a result of scheduling an appointment online.

How do I know if my appointment has been confirmed?

You will be sent an email confirming your appointment. Please print and bring your confirmation email with you to your appointment.

If I booked my appointment using my computer, can I look it up from my smart phone?

Yes. Appointments made on a computer can be viewed and edited on your smart phone and vice versa. The designs between the two types of devices look different, but provide the same service.

Insurance Appointments

Why can’t I make new appointments online for with an auto or home insurance agent?

The online Make an Appointment tool only allows for scheduled appointments with Personal Bankers.  All appointments for Insurance must be made through a Personal Banker.

How do I cancel or modify an appointment I made at my local Wells Fargo store?

Cancelling or modifying your appointment can be done online by accessing your appointment through the link that was emailed to you. You can also contact your Personal Banker to cancel or modify.

What do I do if I miss my appointment?

The Insurance Agent will leave a voicemail with instructions for next steps.   If you'd like, you can also contact your Personal Banker to reschedule.

What information should I have available for my appointment?

Your current declarations pages are needed to provide the most accurate quote possible.  If you do not have a current insurance policy, or if your current declarations pages are unavailable, please have your vehicle’s VIN and driver's license number available for an auto insurance quote. For a homeowners quote, the most recent appraisal is helpful when providing a quote.

Can I schedule an appointment for today?

No. Appointments must be scheduled at least 36 hours in advance.  Appointments can be made up to 2 weeks in advance.

Can I schedule an appointment for an insurance product other than auto and/or home insurance?

No. Auto and homeowners insurance are the only products accepting appointments at this time.

What to Bring to Your Appointment

Will I need to bring anything with me when I come in for the appointment?

Please print and bring your confirmation email as well as your ID with you to your appointment. You do not need to bring any other documents with you. If you have specific questions regarding your accounts or banking relationship, feel free to bring those documents with you to assist the banker in answering your questions. If you forget to bring your confirmation email, our bankers will still be ready to serve you; just mention you scheduled your appointment online.

Who should I ask for when I arrive at the banking location?

Just let any of the bankers know you are there for an appointment and they will direct you to the appropriate banker.

If I am late for my appointment, can I still meet with a banker?

Yes, our bankers will be happy to meet with you as soon as they are available.

Rescheduling or Cancelling an Existing Appointment

How can I reschedule or cancel an existing appointment?

Go to Make an Appointment and choose look up, reschedule, change, or cancel an existing appointment. You'll be prompted to enter your name and email address, and confirmation number so we can find your appointment. Then, follow the directions as indicated.

What do I do if I miss my appointment?

Our bankers are happy to meet with you at a different time. Please return to Make an Appointment and schedule a new appointment.