If you want to transfer your account from another investment firm into your WellsTrade account, see the section above, How do I fund my WellsTrade account > Transfer your account from another investment firm.This form should be completed by the IRA owner, Employer (if a SEP or SIMPLE) or the Responsible Party (if an ESA). You can also complete the WellsTrade IRA Contribution Form (PDF) to make a contribution into a WellsTrade IRA, SEP, SIMPLE or Education Savings Account (ESA).See the section above, How do I fund my WellsTrade account? You can contribute to an eligible WellsTrade IRA online using the Transfer & Pay menu.IRA Contributions – How can I contribute to a WellsTrade IRA? Please provide your bank with these instructions:īeneficiary: Wells Fargo Clearing Services, LLCįurther Credit: (Your WellsTrade account title and account number) Please call us at 1-800-TRADERS for wire transfers coming from a foreign country. Please be aware that most banks will charge a fee for this service. Quickly transfer funds to your WellsTrade account from nearly anywhere in the United States. Make your check payable to Wells Fargo Advisors, and please write your WellsTrade brokerage account number in the memo section. Visit the tellers at Wells Fargo branches and make a deposit to your WellsTrade account using your Brokerage Cash number, which is available when you sign on to Wells Fargo Online and on your WellsTrade account statement. Use the Wells Fargo Mobile app to deposit checks to your WellsTrade account with your mobile device using your Brokerage Cash number, which is available when you sign on to Wells Fargo Online and on your WellsTrade account statement. You can use your WellsTrade account number found at the end of your online application or in your New Account package when you fill out this form. Select the Client Account Transfer Form (PDF), print, complete, sign and return it, per the step by step instructions on the form.Follow steps 1 - 3 above or access the form below.Select Submit Online beside Client Account Transfer Form.
From the Customer Service menu, select Forms.If you would like to transfer all or some of your assets from another investment firm you can do so online or submit a paper form: Submit a Client Account Transfer form online (eligible accounts only will see this option): You can easily consolidate accounts from other financial firms into your WellsTrade account. Transfer your account from another investment firm If you do not have this feature or prefer to transfer individual securities, please complete, sign, and return the WellsTrade Letter of Authorization to Transfer Funds or Securities (PDF) form. Your Brokerage Cash number will appear as a choice in the Transfer to and Transfer from menus. You can request to transfer funds between your WellsTrade account and other Wells Fargo Advisors accounts with the Brokerage Cash Services feature using the Transfer & Pay menu as described above. Transfer cash from another Wells Fargo Advisors investment account Please note that any account owner of your WellsTrade account must also be listed as an owner on your linked bank account. Select ‘ Add a non-Wells Fargo Account’ from the Transfer Money screen.If you don't see a non-Wells Fargo checking or savings account you are looking for, you can simply add it to your Transfers list online:
You can make a one-time transfer or set up recurring transfers. Just sign on with Wells Fargo Online ®, and access the Transfer & Pay menu. (If you have a WellsTrade accounts without Brokerage Cash Services, you will be unable to transfer funds between brokerage accounts or non-Wells Fargo accounts online). With your Brokerage Cash Services feature, you can transfer funds between your banking and brokerage accounts and your WellsTrade account online - including certain non-Wells Fargo accounts - to easily make transfers or payments. Questions? We're here to help, 1-800-TRADERS Transfer cash from a bank account IRA, rollover, or 401(k) accounts specifics.Make a deposit with a teller at a Wells Fargo branch.Deposit a check using your mobile device.Transfer an account or some assets from another investment firm - submit paper form.Transfer an account from another investment firm - submit form online.
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