Whether it's for your newly opened WellsTrade account or an existing one, you have several choices available to you after we’ve received your signed account agreements:
Questions? We're here to help, 1-800-TRADERS
Transfer cash from a bank account
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. (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). Just sign on with Wells Fargo Online, and access the Transfer & Pay menu. You can make a one-time transfer or set up recurring transfers.
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:
- Sign on to Wells Fargo Online
- Select the Transfer & Pay menu
- Select ‘Add a non-Wells Fargo Account’ from the Transfer Money screen
Please note that any account owner of your WellsTrade account must also be listed as an owner on your linked bank account.
Transfer cash from another Wells Fargo Advisors investment account
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. Your Brokerage Cash number will appear as a choice in the Transfer to and Transfer from menus. 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.
Transfer your account from another investment firm
You can easily consolidate accounts from other financial firms into your WellsTrade account. 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):
- Sign on to Wells Fargo Online®
- Select Brokerage
- From the Customer Service menu, select Forms
- Select Submit Online beside Client Account Transfer Form
Submit a paper form:
- Follow steps 1 - 3 above or access the form below
- Select the Client Account Transfer Form (PDF), print, complete, sign and return it, per the step by step instructions on the form. 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.
Deposit a check using your mobile device
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.
Make a deposit at a bank branch
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.
Mail a check
Make your check payable to Wells Fargo Advisors, and please write your WellsTrade brokerage account number in the memo section. Send your check to:
Wells Fargo Advisors
MAC H0006-085
#1 N. Jefferson Ave
St. Louis, MO 63103
Wire transfer
Quickly transfer funds to your WellsTrade account from nearly anywhere in the United States. Please be aware that most banks will charge a fee for this service. Please call us at 1-800-TRADERS for wire transfers coming from a foreign country.
Please provide your bank with these instructions:
Wells Fargo Bank
420 Montgomery Street
San Francisco, CA 94104
ABA: 121000248
Beneficiary: Wells Fargo Clearing Services, LLC
Account #: 4122023377
Further Credit: (Your WellsTrade account title and account number)
IRA, rollover, or 401(k) accounts
IRA Contributions – How can I contribute to a WellsTrade IRA?
- You can contribute to an eligible WellsTrade IRA online using the Transfer & Pay menu. See the section above, How do I fund my WellsTrade account?
- 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). This form should be completed by the IRA owner, Employer (if a SEP or SIMPLE) or the Responsible Party (if an ESA).
- 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.
You can also log in to your investment account then visit, Customer Service and Forms to access forms.
Rollover from a qualified plan
Contact your former employer or retirement plan provider to request that your assets be directly rolled over to your WellsTrade IRA account. They may require you to complete their paperwork in order to transfer the assets. They will need your new WellsTrade account number, so have your reserved account number ready when requesting your rollover.
If you have a rollover check, you can complete the IRA/ESA Rollover Contribution form.
You can also contact our Rapid Rollover team at 1-877-389-3359 for assistance.
IRA Distributions - How can I request a distribution from my WellsTrade IRA account?
To request a one-time distribution from your WellsTrade IRA account, complete the WellsTrade IRA Distribution form. Please complete all the required fields, sign and fax or mail the form indicated at the bottom of the form.
To establish automatic distributions, complete the IRA Election of Distribution form. Please complete all the required fields, and sign and fax or mail the form as indicated at the bottom of the form.
You can sign in to your investment account, then visit Customer Service and Forms. If you prefer, you can call us at 1-800-TRADERS (1-800-872-3377) and we can e-mail the required form to you.