Individual Investor
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Open a New Account

Do you have an account with us?

No, I do not have an account
If you do not have a Wells Fargo Funds account and are not working with a financial advisor, you must open a mutual fund account through a brokerage platform such as WellsTrade to purchase our funds.

Yes, I have an account
If you already have a Wells Fargo Funds account or you are working with a financial advisor, you may open a new account using the applications below.

Type of new account Form(s) and agreements needed

Individual retirement account (IRA)

IRA Application

IRA Disclosure and Custodial Agreement

Nonretirement account for individuals, joint tenants, UGMA/UTMA, or guardianship

New Account Application—Individuals

Nonretirement account for a trust, partnership, corporation, estate, or other entity

New Account Application—Corporate

Education savings account

Coverdell Education Savings Account Application

Coverdell ESA Custodial Agreement and Disclosures

Please print, complete, and mail your application to one of the following addresses:

Regular
Wells Fargo Funds
P.O. Box 8266
Boston, MA 02266-8266
Overnight
Wells Fargo Funds
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809

To purchase our funds through WellsTrade:

To purchase our funds through WellsTrade:

Review the fund lineup
Call 1-877-342-2120
Learn more about WellsTrade

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