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Wells Fargo Funds Privacy Policy

This policy is effective as of March 2018.

Each of the mutual funds that comprise Wells Fargo Funds (the funds) is a separate legal entity owned by its respective shareholders. The funds are advised and administered by Wells Fargo Funds Management, LLC, and distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, both wholly owned subsidiaries of Wells Fargo & Company. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds’ privacy policy applies to customer information of all current and former fund shareholders whose account records are maintained by the funds’ transfer agent and who did not invest through a sales intermediary. Shareholders who have purchased fund shares through sales intermediaries (for example, brokers, 401(k) accounts, and variable insurance products) will be covered by privacy policies adopted by those intermediaries. Information regarding online privacy and security is available at wellsfargofunds.com/privacy. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets.

A. We collect and maintain customer information as part of servicing your accounts and administering your customer relationship. In the course of serving you, we collect information about you from:

  • Information you provide to us on applications or forms, such as your income, Social Security number, risk preferences, and investment goals.
  • Information about your transactions in your fund accounts.
  • Information that we receive from companies that assist us in servicing your accounts and marketing financial products to you to better serve your financial needs.

B. The customer information we collect is used to service your accounts and help you achieve your financial goals. Information may be used or shared with other Wells Fargo Funds and with banks and companies that are directly or indirectly owned or controlled by Wells Fargo & Company (the Wells Fargo family), as well as with authorized third parties, for a number of purposes, such as:

  • To protect your accounts from unauthorized access or identity theft and to verify your identity.
  • To process your requests, such as share purchases and sale transactions.
  • To service your accounts by issuing account and confirmation statements and tax documents.
  • To keep you informed about the funds’ services that can meet your needs now and in the future.

C. We may disclose all of the information we collect, as described above, with nonaffiliated third parties outside the Wells Fargo family that are acting on our behalf or are acting jointly with us, including:

  • Companies that perform support services for us, such as data processors, technical systems consultants, and programmers, or companies that help us market our own products to you.
  • Others as permitted or required by law, such as government entities, in responding to subpoenas and other legal processes, and those with whom you have requested us to share information.

It is important to note that we do not share customer information with nonaffiliated companies for the purpose of marketing their own products or services unless you specifically permit us to do so.

Some state laws may impose additional restrictions on disclosure of information about customers in those states for certain purposes.

D. We share information within the Wells Fargo family so that our affiliates can work together to meet your financial needs.

We may disclose all of the information we collect, as described above, with our affiliates that provide financial products and services, such as consumer bankers, mortgage lenders, consumer lenders, securities broker/dealers, insurance agencies, and real estate brokerage companies, so they can offer you other financial products and services. By law, information that helps us identify you or is derived from your transactions and experiences with us may be shared within the Wells Fargo family (a) for purposes other than direct marketing and (b) unless you instruct us otherwise, for direct marketing purposes. You can instruct us not to share other personal financial information about you with the Wells Fargo family. In addition, if you select that option, we will not share any information about you with our affiliates for direct marketing purposes. You may also direct us not to contact you for marketing purposes by certain channels or at all. We may disclose any of this information to administrative and service units within the Wells Fargo family for purposes such as servicing your accounts and preparing your account statements.

E. We are committed to protecting customer information.

We are committed to protecting the security and integrity of customer information through procedures and technology designed for this purpose. For example: We limit employee access to customer information to those who we believe need to know this information in order to service customer relationships.

  • We maintain policies and procedures covering the proper physical security of workplaces and records.
  • Our physical, electronic, and procedural safeguards comply with federal standards regarding the protection of customer information.
  • We require independent contractors and outside companies who work with us to adhere to strict security standards.
  • We use technological means (such as backup files, virus detection and eradication software, firewalls, and other computer software and hardware) to protect against unauthorized access or alterations to customer data.

The policies and practices described in this disclosure are subject to change, but we will communicate any significant changes to you as required by applicable law. The policies and practices described in this disclosure replace all previous notices or statements regarding this subject.

You have choices regarding how information about you may be shared. If you would like to opt out of information sharing within the Wells Fargo family, your preferences will be honored and will apply to all Wells Fargo Funds accounts linked to your Social Security number.

  • You may notify us of your preferences at any time.
  • If you have a joint account, any account holder can opt out on behalf of the other joint account holders.

How to notify us
To opt out of sharing of account information, as described in section D of this privacy policy, please contact us at 1-800-222-8222 and instruct us to carry out one or both of the following:

  1. Do not share other personal information (as that term is described above in section D of this privacy policy) within the Wells Fargo family.
  2. Do not contact me for marketing purposes by (a) telephone, (b) mail, or (c) any type of solicitation.

Online and mobile privacy policy
In the information age, Wells Fargo's commitment to protect your information and your privacy extends to your business with Wells Fargo Funds. While our privacy policies are the same whether you are online or not, we have extra measures in place to protect your privacy when you do business online.

The Wells Fargo Funds websites provide information to a wide audience, including clients who hold funds directly with Wells Fargo as well as investment professionals and institutional sales professionals.

Are you a visitor or a registered user?
Our websites provide you with comprehensive information about our mutual funds and investment products. When you are just browsing the unregistered portion of our site, we do not collect, capture, or retain your personal information.

Only clients who choose to register for online access to their accounts will be asked to supply personal information to verify their identity. This information will be collected on a secure server and may include items such as name, Social Security number, account number, and email address. Collecting this information allows us to provide access only to authorized users and clients. A unique login ID and password that you create are used to protect your account information.

Only investment professionals (financial advisors and registered investment professionals) who choose to register for additional product information and specific tools will be asked to supply personal information (name, address, email address, etc.) on our site through the registration form. This information allows us to identify you so that we can present you with investment professional-approved content and tools. In these cases, we collect only the information necessary to interact with you.

If you do not interact with us as you browse our website anonymously, any personal information, such as your e-mail address, is not collected. We gather data that allows us to track website usage, such as number of hits, pages visited, and the length of user sessions in order to evaluate the usefulness of our sites. We also use this information to personalize areas of the websites.

About cookies
Cookies are pieces of data stored on your device. Browser cookies are assigned by a web server to the browser on your device. When you return to a site you have visited before, your browser gives this data back to the server. Mobile applications may also use cookies.

We use cookies and information gathered through their use to make your experience with Wells Fargo and certain other sites richer and more personalized based on the products, services, or other interaction you have with us and other sites. Information gathered through the use of cookies may be used to make offers to you via online ads, email, U.S. mail, or telephone, subject to the privacy preferences you have on file with Wells Fargo.

Industry standards are currently evolving, and we may not separately respond to or take any action with respect to a do-not-track configuration set in your internet browser.

Other parties that may collect information about your web browsing behavior when you use our site are generally limited to service providers who may only use any information collected to provide services and marketing for us and not to provide services or advertising for any other party. Note, however, that we also provide certain widgets or tools on our sites, such as tools that allow web surfers to easily share information on another platform, such as a social media platform. At other times, information from a third party may be embedded on our site, such as a map or information streaming from another site, including communications streaming from a third-party social media platform. These widgets, tools, and informational items often function through the use of third-party cookies used by the third-party site, such as the social media platform. As a result, these third parties may have access to information about your web browsing on the pages of our site where these widgets, tools, or information are placed. You may wish to review information at third-party sites, such as social media platforms where you have an account, to determine how these third parties treat data that they obtain through the use of cookies.

We also use cookies for purposes such as maintaining continuity during an online session, gathering data about the use of our site, and monitoring online promotions, as well as for anti-fraud and information security purposes.

Do you have to accept cookies?
You may be able to set your browser to reject browser cookies. However, if you choose to reject cookies, you may limit the functionality we can provide when you visit our site. The latest versions of internet browsers provide cookie management tools, such as the ability to delete or reject cookies. We recommend that you refer to information supplied by browser providers for more specific information, including on how to use these tools.

Additional cookies?
Cookies is a term also used to describe other locally stored objects, such as cookies stored in an Adobe folder on your device. These cookies will not be deleted when you clear cookies from your browser. We may use this technology for purposes such as information security and fraud prevention. We do not use this technology for online behavioral advertising purposes. Please refer to information provided by Adobe for information on how to disable and control Flash objects. If you choose those options, you may limit the functionality we can provide when you visit our site.

Links to non-Wells Fargo sites
We are not responsible for the information collection practices of the non-Wells Fargo links you click to from our web pages. We cannot guarantee how these third parties use cookies or whether they place cookies on your computer that may identify you personally. We urge you to review the privacy policies of each of the linked websites you visit before you provide them with any personally identifiable information.