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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
Attention: MAC N9160-01P
PO Box 77046
Minneapolis MN 55480-9902
or Fax to 1-844-879-1439. 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

Estate Processing Forms -Explore the Estate Care Center if you have questions or need help understanding your role

Miscellaneous forms