As a client of The Private Bank, you are part of a select group who has access to the benefits outlined below. This exclusive experience provides comprehensive strategies designed to address the complexity of your wealth.
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Reserved exclusively for clients of The Private Bank, the By Invitation Visa Signature® card was designed with your unique needs in mind.
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- A team built around you, led by your dedicated relationship manager
- Personalized discovery experience
- 24/7 personal account support
- Secure online and mobile access through The Private Bank digital experience
- Differentiated in-branch service, including the option for added privacy to your accounts
- Thought leadership, publications and market updates relevant to you
- Global perspective through Wells Fargo Investment Institute
- Invitations to exclusive conference calls and events
- Access certain pricing waivers and discounts on foreign currency purchases, depending on the complexity of your relationship with The Private Bank
- Access to the Wells Fargo Private Bank By Invitation Visa Signature®
- Higher limits on online bank-to-bank transfers and payments, mobile deposits, and more
- Personalized support for fraud prevention, detection, and management
- Investment and Asset Management
- Wealth Planning
- Private Banking
- Business Transition and Advisory Services
- Family Dynamics
- Philanthropic Services
- Trust and Fiduciary Services
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Wells Fargo makes money if converting U.S. dollars to a foreign currency. Wells Fargo & Company offers swaps, foreign exchange hedging products and foreign currency risk management solutions through Wells Fargo Bank, N.A., which is a swap dealer registered with the Commodity Futures Trading Commission (CFTC) and a member of the National Futures Association (NFA). Balances held offshore, including multi-currency accounts and foreign deposits, are not FDIC-insured, may lose value, and are not guaranteed Foreign Exchange and Interest Rate Risk Management products and services are subject to customer qualification.
Credit cards are offered through Wells Fargo Bank, N.A. and are subject to credit approval, verification and collateral evaluation.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. 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.
Investment and Insurance Products are:
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Not insured by the FDIC or any Federal Government Agency
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Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
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Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your legal and/or tax 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 taxes are prepared.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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