Our Personalized Client Services

Client Reviews:

  • We schedule review meetings with you to review all of your accounts, and make necessary adjustments going forward; on an annual, bi-annual, quarterly, or as needed basis.

Comprehensive Communication and Performance Reports:

  • Quarterly Performance Reports providing you with a comprehensive overview of your investment portfolio’s and includes information on recent and long-term performance
  • Monthly Statements and confirmations of every transaction sent to you either by mail or E Delivery

Updates to Envision® Plan:

  • We want to update any personal or financial changes that might affect your EnvisionPlan. The plan updates each night and is available to you anytime at your request.

Timely Research and Updates:

  • We send out an E-Newsletter with informative and insightful articles.

Online Access:

  • Wells Fargo provides our clients online access to view their accounts. We can help you register for online access, learn how to navigate through the website, and troubleshoot issues that come up.

Access to One Stop (Account Aggregation Service):

  • With Wells Fargo One Stop, you can view your Wells Fargo Advisors accounts and hundreds of additional non-Wells Fargo accounts all on one screen.

Retitle your assets if needed:

  • Estate planning encompasses much more than a will. In order to control where assets go and how they are distributed, it is important to title your assets correctly and we can re-title any assets held here or wherever we are on record as your representative.

Act as a liaison with your CPA:

  • We will send your CPA your 1099’s, gain-loss reports and any tax documents needed for your tax returns.

Beneficiary Update:

  • We check your accounts every two years to ensure the beneficiaries on file are current and updated.

Research and process any class action requests you receive regarding your securities:

*Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

*Access to online services may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons.