Get the most out of your Wells Fargo Advisors brokerage account
Simplify your investments
Learn how to:
Access and manage your accounts by phone
With the voice-activated phone system, you can:
- Access your balances and other important information for both your brokerage and bank accounts
- Place trades for stocks and options
- Get quotes for stocks, mutual funds, and options
Simply call 1-800-TRADERS (1-800-872-3377) and tell the Automated Voice Response System what you'd like to do. For more details, download the instruction manual (PDF*).
Sign up for additional account services
Download, print, and then fax or mail forms and applications for the accounts and services clients request most.
Optimize your cash balances
With Wells Fargo's cash sweep features, you can automatically transfer un-invested cash balances into interest-bearing Wells Fargo deposit accounts or money market funds.
Wells Fargo Advisors
- Full Service Brokerage
For customers investing with a Financial Advisor: 1-866-281-7436
For customer support with WellsTrade accounts: 1-800-TRADERS (1-800-872-3377)
Wells Fargo Advisors, LLC
P.O. Box 66535
Saint Louis, MO 63166-9954
To add new account features to your current account, simply download, print and fill out the appropriate form or application and submit it via the fax number or mailing address provided.
Have a question or want to open an account? View more contact options