Welcome New Clients

Welcome to the Sherman and Poll Wealth Management Group of Wells Fargo Advisors. We are honored that you have chosen to work with our team. The welcome page is designed to guide you through some general information about your relationship with us and with Wells Fargo Advisors.

1) Steps to Enroll in Wells Fargo Online®

2) Enroll in Wells Fargo Online® and The Wells Fargo Mobile® app

3) Understanding Your Account Statement and Updating Document Delivery Preferences

4) LifeSync® and LifeSync® in the Wells Fargo Mobile® app

Please contact us if you have any questions or need assistance with anything.