Brokerage Client Service Center
Get the most out of your Wells Fargo Advisors brokerage account
Simplify your investments
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.
Utilize 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
Attention: N9160-01P
PO Box 77046
Minneapolis, MN 55480-9902
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
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
WellsTrade® and Intuitive Investor® accounts are offered through WFCS.
Retirement Professionals are registered representatives of and offer brokerage products through Wells Fargo Clearing Services, LLC (WFCS). Discussions with Retirement Professionals may lead to a referral to affiliates including Wells Fargo Bank, N.A. WFCS and its associates may receive a financial or other benefit for this referral. Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company.
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