Individual Investor
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Help Center

Please review the information below for our most frequently asked questions and answers.

Online account access

How do I begin using online account access?

To begin accessing your account online, register now here and have the following information ready:

  • The last name of an account owner, trustee, custodian, or company
  • The last four digits of your Social Security number (SSN) or tax identification number (TIN)
  • Your date of birth
  • An account number associated with the SSN/TIN listed above

I do not have my account number but want to register for account access. What do I do?

Account numbers are included on statements under Current Holdings. If you do not have a statement available, please call us at 1-800-359-3379. Note that we are unable to provide account numbers by email.

I tried to register for account access but am getting an error. Why is that?

If you receive an error while trying to register for account access, it may be because:

  • Your date of birth is not on file
  • Your Social Security number is missing or does not match our records
  • You are listed as a minor on an account
  • You provided an invalid account number

Please call us at 1-800-359-3379 for assistance.

I don’t remember my password. How do I reset it?

If you don’t remember your password, proceed to the password reset page, or call us at 1-800-359-3379.

How do I view my statements online?

To view your statements online, log in to your account and click on the Statements tab.

Technical questions

Which website browsers are currently supported?

We support the following desktop browsers. If you are not using one of these browsers, you may download a new browser or supported version from the links below. If you elect not to upgrade your desktop browser, your experience on our website may not be optimal. (Last updated: 3-22-17)

Browser Version Website

Microsoft®

Internet Explorer 11.x,
Microsoft Edge 14+

https://support.microsoft.com/en-us/products/internet-explorer

Mozilla Firefox

Versions 45 – 51

https://www.mozilla.org/en-US/firefox/

Apple® SafariTM

8.x – 10.x

https://support.apple.com/en-us/HT204416

Google® ChromeTM

Versions 49 – 56

https://www.google.com/chrome/browser/desktop/index.html

If my browser is not supported, will I still be able to use the website?

If your browser is not supported, you will be able to use the website but your experience may not be optimal.

Why is the most recent version of a browser not supported?

Wells Fargo regularly monitors and tests browsers to ensure the highest security standards for our clients. Certain browsers may automatically update to the latest browser version compatible with your operating system; however there may be a delay in our support of the new browser release while we conduct a review to ensure it meets our security standards.

Why do I need to clear my browser cache?

Your browser stores previous versions of website pages in order to load those pages more quickly in future. These previous versions are stored in the browser's cache—sometimes referred to as temporary internet files. You may wish to periodically clear your cache in order to improve your browser's performance, or to view the most recent version of a web page.

The steps you need to take to clear a cache will vary by browser and are quickly available through an Internet search.

Not finding what you need? Please contact us for assistance.

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