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Online Brokerage Statements

Save paper and help to protect your personal and financial information by setting up free electronic delivery of your statements and account documents through Wells Fargo Online®. Securely access up to seven years of brokerage statements, trade confirmations and tax records, all in one place, so it’s easy to find exactly what you need.

How to set up online statements

  1. Sign on to Wells Fargo Online . If you do not have online account access, you can enroll now .
  2. Select your Brokerage account.
  3. Choose Customer Service dropdown and then select Document Delivery Preferences.
  4. Then follow the simple instructions to set up electronic delivery of statements, trade confirmations, and more.