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Make an Appointment Questions

What is the advantage of scheduling an appointment online vs. going directly to a branch to see a banker?

We know your time is valuable. By scheduling an appointment, you can ensure there will be a banker available to meet with you at your chosen time.

Can I schedule an appointment for today?

You can schedule an appointment up to 42 days in advance.

Can I schedule an appointment on my mobile device?

Yes. On the Wells Fargo Mobile® app, tap Menu in the bottom bar and select Help & Support, then select Make an Appointment or go to After you choose a reason for your visit, you will be asked to select a location. You can select your current location, or you search by a ZIP code or address. You will then see a list of locations where you can make an appointment.

Do I have to be interested in a product to schedule an appointment with a banker?

You don’t have to be interested in a specific product to make an appointment. You can open a new account, service an existing account, or get a personalized financial review.

Can I schedule an appointment with a specific banker?

A qualified banker will be ready to meet and can discuss the full range of Wells Fargo products and services. At this time, appointments cannot be scheduled online with a specific banker.

What personal information is required to make an appointment online?

We ask you to indicate if you are an existing Wells Fargo customer, your name, email, and phone number to ensure we can contact you for the purpose of scheduling, rescheduling, or cancelling your appointment.

How will my contact information be used?

Your contact information will be used for the purpose of scheduling, rescheduling, or cancelling your appointment or for receiving feedback on your experience. Your information will not be shared with third parties. You will not receive spam email from Wells Fargo as a result of scheduling an appointment online.

How do I know if my appointment has been confirmed?

You will be sent an email confirming your appointment. Please print and bring your confirmation email with you to your appointment. You may also receive a phone call from a banker confirming your appointment.

What to Bring to Your Appointment

Will I need to bring anything with me when I come in for the appointment?

Bring your ID and have your appointment confirmation number ready, if needed. You do not need to bring any other documents with you. If you have specific questions regarding your accounts or banking relationship, feel free to bring those documents with you to assist the banker in answering your questions.

Who should I ask for when I arrive at the banking location?

Just let any of the bankers know you are there for an appointment and they will direct you to the appropriate banker.

If I am late for my appointment, can I still meet with a banker?

Yes, our bankers will be happy to meet with you as soon as they are available.

Rescheduling or Cancelling an Existing Appointment

What do I do if I miss my appointment?

Our bankers are happy to meet with you at a different time. Please return to Make an Appointment and schedule a new appointment.