Implement








Agree on a plan with your advisor. Set an plan of action that we can implement together. There can be goals that we want focus on now, with a time to revisit our next most important goal, whether it be next month, next quarter, or next year. Before we leave each meeting, we will schedule our next meeting together.


Open my accounts. We will setup your client profile, and prepare your account authorizations per account for your final review and e-signature.

If you are new to Wells Fargo then you may setup your Access Online with our provided walkthrough. Check it out here.

You will receive a notification to your email letting you know your account opening paperwork is ready. You may find a walkthrough helpful.

If you have your Access Online setup already then: Check it out here.

If you do not have your Access Online setup then: Check it out here.


Move assets over & Setup ongoing transfers & Invest! Moving assets over may be different per asset or delivering firm, but our specialists will make this process seamless.  Many firms allow us to transfer assets digitally, but some may require additional documentation that we can complete together.

We can setup ongoing transfers to or from your accounts depending on if we are still saving for retirement or distributing to maintain your lifestyle. We will also want to setup the ability to send or receive funds digitally with your other banking relationships for future ease of use.

Finally, we will invest into the portfolio that we discussed together, clarifying any final decisions that we still may have. If we are leveraging any of our Advisory Services, then funding your account will activate your program.
Zachary Firestone

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CO, NC, PA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and 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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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