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WellsTrade Forms

To add features to your current account, simply download, print, and fill out the appropriate form or application and submit it via the provided fax number or mailing address.

How to submit

Submit your completed form to:

Wells Fargo Advisors
P.O. Box 66530
St. Louis, MO 63166-9929

or Fax to 1-800-433-0738. Should you require assistance with this form, please call 1-800-TRADERS (1-800-872-3377).


Brokerage account agreements

Adding account features

Transfers, distributions and payments

Retirement account forms

Tax and legal forms

Miscellaneous forms