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).
Forms
Brokerage account agreements
- General Brokerage Account Agreement and Disclosures (PDF)
- Account Services Agreement Signature Page (PDF)
- Trustee Certification of Investment Powers (PDF)
Adding account features
- Option Account Application and Agreement (PDF)
- IRA Designation or Change of Beneficiary (PDF)
- Transfer on Death Kit (PDF)
- Margin Account Application and Agreement - Individual (PDF)
- Margin Account Application and Agreement - Corporation (PDF)
- Third Party Trading Authorization – Limited (PDF)
- Third Party Trading Authorization – Full (PDF)
Transfers, distributions and payments
- Incoming Account Transfer Form (PDF)
- Transfer on Death Kit (PDF)
- Letter of Authorization (LOA) to Transfer Funds or Securities (PDF)
- Direct Registration System Stock Transfer (PDF)
Retirement account forms
- IRA Designation or Change of Beneficiary (PDF)
- Traditional IRA Custodial Agreement and Disclosures (PDF)
- Roth IRA Custodial Agreement and Disclosures (PDF)
- Trustee Certification - Self-Directed Retirement Plan Agreement (ERISA) (PDF)
