Although WellsTrade is the online discount firm of the two options, it’s not possible to open a custodial account online. Open a Wells Fargo checking account online in minutes. See the entire performance picture. The custodian of the account should transfer control of the assets to a ... For Wells Fargo Private Bank accounts, contact the Relationship Manager on the most recent client statement or call 877-646-8560. Adviser is a wholly owned subsidiary and affiliate of Bank. Nonretirement Account Redemption Complete this form to request a redemption from your Wells Fargo Funds nonretirement account. Bank will act as custodian of all assets under management by Wells Capital Management Incorporated (Adviser). This is not an actual checking or savings account and it should not be used like one. The lowest commission schedule will be at WellsTrade. You can avoid this fee with one of the following as of June 30 for all accounts in your WellsTrade household:. Fees Amount; Household Annual Fee 2 Or IRA Custodial Fee 2 (for IRA only households) $30 per household. Get Mobile Banking, Bill Pay, and access to 13,000 ATMs. Date of birth (mm/dd/yyyy) (age 18 or older) U.S. … View all plans . Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.WellsTrade® and Intuitive Investor ® accounts are offered through … Invest this redemption in another Wells Fargo Funds account. Funds pledged for collateral or other purposes need to be released. Client appoints Bank as attorney in fact and agent to act for Client and in Client’s name. If you have questions or ... Name of account owner, custodian, trustee (frst, middle initial, last), or entity . Wells Fargo Corporate & Investment Banking (CIB) and Wells Fargo Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo … A custodial account can be opened either with Wells Fargo Advisors or the cheaper option, WellsTrade. APPOINTMENT OF CUSTODIAN. Easily enroll online (if available) in your company's plan, view your account, download Employee Plan materials, change your enrollment, make transactions and more. Portfolio by Wells Fargo ® Checking accounts need to process a statement at month end, the statement will be finalized no later than the third business day of the month. Name of owner or custodian (frst, middle initial, last) Social Security number . Enrollment in only electronic delivery for statements, trade confirmations, other documents, and … The custodial account is able to accept employer and US Government benefits direct deposits. View and analyze the status of your entire custodial portfolio or effortlessly drill down to pool or loan level detail. Enroll In Employee Plan. You may arrange to have all or part of your paycheck or any federal or state government benefit or payment (e.g., Federal tax refunds or Social Security payment) transferred direc Claims, disputes, legal or bank restrictions need to be resolved. You’ll need to call the broker … If you are establishing an account as attorney-in-fact on behalf of the account owner, contact Wells Fargo Funds for instructions on properly establishing the account. Purchase and sell shares at your convenience, view account balances, and reinvest your dividends. 1. The account at Wells Fargo is a custodial account that is linked directly to your PayPal account balance. 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