Retirement Help and IRA Management

At Wells Fargo, we’re committed to helping you stay on track toward your retirement goals by providing strategies and guidance to assist you with important financial decisions at any age.

Existing Wells Fargo IRAs

Assistance with existing accounts including contributions, rollovers, and distributions

CD (Time Account) or Savings Account IRAs

1-800-237-8472

Mon - Fri: 8 am - 8 pm

Sat: Closed

Eastern Time

Brokerage IRAs

1-866-281-7436

Mon - Fri: 8 am - 12 am

Eastern Time


New IRAs and Rollovers

Open an IRA or roll over old 401(k), 403(b), or 457 plans to a new IRA

1-877-493-4727

Mon - Fri: 9:00 am - 8:00 pm

Eastern Time

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.

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Important Information and Footnotes

CD (Time Account) and Savings Account IRAs are available through Wells Fargo Bank, N.A.

Disclosures

  • Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

  • Retirement Professionals are registered representatives of and offer brokerage products through Wells Fargo Clearing Services, LLC (WFCS). Discussions with Retirement Professionals may lead to a referral to affiliates including Wells Fargo Bank, N.A. WFCS and its associates may receive a financial or other benefit for this referral. Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company.

  • Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

  • PM-01162027-8191128.1.1

  • LRC-0725