Online Services

Online Services

Access to investments, account statements, market information and research is available 24 hours a day, seven days a week through Access Online.1

Access Your Investments

Whether you have one or multiple accounts, Access Online provides real-time access to:

  • Determine equity, securities market, and cash values on one account or your entire household with the Account Summary.
  • Review details on Balances for cash, securities market value and the buying power associated with your account(s).
  • Get detailed Portfolio information, including Holdings, Unrealized Gains/Losses, and Annual Income (categorized and sub-totaled by stocks, fixed-income, mutual funds, and more) for each account or for your account household, or choose from 20 data elements to customize your Portfolio view to what you would like to see.
  • Assess transaction Activity with advanced filtering criteria.
  • Review the diversity of Asset Allocation organized by primary asset classes.
  • View comprehensive information on Realized Gains/Losses for the current or previous year.
  • Get consolidated real-time market details on balances, asset allocation and holdings for one or multiple accounts with a Portfolio Report.
  • Reduce paper clutter and get secure, convenient access to Statements/Confirms/Tax Docs online.
  • View balances, holdings, and transactions in Quicken®, Microsoft® Money or Excel through Account Download.
Please contact your Financial Advisor if you are interested in Online Trading for any of your accounts.2

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 (AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MS, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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