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).
Forms
Brokerage account agreements
- General Brokerage Account Agreement and Disclosures (PDF)
- Trustee Certification of Investment Powers (PDF)
Adding account features
- 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)
Transfers, distributions and payments
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)
Tax and legal forms
Estate Processing Forms -Explore the Estate Care Center if you have questions or need help understanding your role
- WellsTrade Estate Document Checklist (PDF)
- Affidavit of Domicile (PDF)
- Affidavit of Decedent's Domicile and Gross Estate Assets (PDF)
- Letter of Authorization (PDF)
- IRA Beneficiary Surviving Child Certification (PDF)
- Authorization to Release Account Information (PDF)
- Expatriate Certificate (PDF)
- W-8BEN (PDF)
- Trustee Certification of Investment Powers (PDF)
- One and Same Letter (PDF)
- W-9 (PDF)
Miscellaneous forms
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® brokerage accounts are offered through WFCS.
Information published by Wells Fargo Bank, N.A., Wells Fargo Advisors, or one of its affiliates as part of this website is published in the United States and is intended only for persons in the United States.
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