Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and separate non-bank affiliate of Wells Fargo & Company.
Investment and Insurance Products:
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Financial Advisors of Wells Fargo Advisors may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to bank products and services is limited to referral and relationship management services.