Frequently Asked Questions

How do I register for online access?
By registering for online access, you can manage your employer-sponsored retirement plan anytime. Check if you are on track for retirement, view your balance, and make changes to your contributions and investments, if your plan offers you the option. You can also take advantage of the variety of retirement planning tools the website has to offer. To register for online access, select the First Time User link within the account sign on box on the homepage to get started.

You will need your Social Security number and your birth date in mm/dd/yyyy format. For example, May 8, 1971, should be entered as 05/08/1971.

You can also call the Retirement Service Center for assistance. Representatives are available Monday through Friday, 7:00 a.m. until 11:00 p.m. Eastern Time.
What is the difference between registering and enrolling?
Registration is the process you complete to manage your retirement plan account online. Enrollment is the process to sign up and participate in your employer-sponsored retirement plan. After you register your account for online access, if you are not already enrolled in your employer-sponsored retirement plan, you can follow the enrollment steps on the website to join the plan.
When can I enroll in my employer-sponsored retirement plan?
Your employer determines when you are eligible to start saving in your employer-sponsored retirement plan. After becoming eligible to start, you can enroll at any time. To determine if you are eligible to enroll, review your enrollment materials provided by your employer or contact your employer’s benefits representative.
How can I enroll in my employer-sponsored retirement plan?
If you are not already enrolled in your employer-sponsored retirement plan, you can register for online access (see the question How do I register for online access?) and then follow the enrollment steps on the website to join the plan.

You can also call the Retirement Service Center for assistance. Representatives are available Monday through Friday, 7:00 a.m. until 11:00 p.m. Eastern Time.
I don’t have the enrollment materials originally provided to me. What should I do?
You can learn more about your employer-sponsored retirement plan on the Wells Fargo Retirement Plan Website. If this is your first time accessing your account, select the First Time User link on the homepage to get started. You will need your Social Security number and your birth date in mm/dd/yyyy format. For example, May 8, 1971, should be entered as 05/08/1971.

You can also call the Retirement Service Center for assistance. Representatives are available Monday through Friday, 7:00 a.m. until 11:00 p.m. Eastern Time.
How do I change or reset my password?
To reset or change your password, select the Reset Password link within the account sign on box on the homepage. For step-by-step instructions on how to reset your password, along with the password requirements, select the Help link within the Customer Service box on the page.
How do I change the amount I’m contributing to my retirement plan account?
If your plan offers you the option to make changes online, you can quickly change the amount you are contributing to your employer-sponsored retirement plan. Simply sign on to your account; select the Actions & Investments tab, then choose the Payroll Contributions link and enter your new contribution amount.

You can also call the Retirement Service Center for assistance. Representatives are available Monday through Friday, 7:00 a.m. until 11:00 p.m. Eastern Time.
How do I change my retirement plan account investments?
If your plan offers you the option to make changes online, you can make changes to the investments in your retirement plan account. Simply sign on to your account; select the Actions & Investments tab, and choose the Change Investments and Elections link.
How do I check the performance of the investments offered in my employer-sponsored retirement plan?
To review the performance of the investments offered in your employer-sponsored retirement plan, from the Actions & Investments tab, select the Research Investments and Investment Performance links. Take our Risk Tolerance Quiz to help determine your investment style.

You can also call the Retirement Service Center for assistance. Representatives are available Monday through Friday, 7:00 a.m. until 11:00 p.m. Eastern Time.
Where can I find tools to help me plan for retirement?
There are a variety of tools available on the website to help you prepare for retirement, including calculators, audiocasts, articles, and checklists. Here are a few you might want to consider: