Brokerage Client Service Center

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.

Contact us

Wells Fargo Advisors

  • Full Service Brokerage
    For customers investing with a Financial Advisor: 1-866-281-7436
  • WellsTrade
    For customer support with WellsTrade accounts: 1-800-TRADERS (1-800-872-3377)

Mail
Wells Fargo Advisors, LLC
MAC H0004-014
P.O. Box 66535
Saint Louis, MO 63166-9954

Forms
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

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