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
- Retail Brokerage Account Agreement and Disclosure Document (PDF)*
- Client Acknowledgement/Agreement and W9 (PDF)*
- Trustee Certification of Investment Power (TCIP) (PDF)*
Adding account features
- Option Application (PDF)*
- Beneficiary Form (PDF)*
- Transfer on Death (PDF)*
- Margin Application (Individuals) (PDF)*
- Margin Application (Corporations) (PDF)*
- Trading Authorization (POA-Limited) (PDF)*
- Trading Authorization (POA-Full) (PDF)*
Transfers, distributions and payments
- Account Transfers (PDF)*
- Transfer on Death (PDF)*
- Authorization to Journal Securities and Funds (PDF)*
- DTC Direct Registration System Stock Transfer Request (PDF)*
Retirement account forms
- Beneficiary Form (PDF)*
- Traditional IRA Custodial Agreement and Disclosures (PDF)*
- Roth IRA Custodial Agreement and Disclosures (PDF)*
- Trustee Certification of Investment Power (TCIP) for Pension and Profit Sharing (PDF)*
Tax and legal forms
- Corporate Account Agreement and Enabling Resolution (New Accounts) (PDF)*
- Irrevocable Stock/Bond Power (PDF)*
