Am I eligible to enroll in eDocuments?

Customers with online account access are eligible to enroll in eDocuments. This includes those customers who hold mutual fund accounts. eDocuments provides customers with electronic versions of both account statements and regulatory documents.

How do I enroll in eDocuments?

Simply log in to your account and then follow these steps:
  • Click on the Statements tab and then click on the eDocuments Profile tab.
  • View the accounts that will be automatically included in your enrollment.
  • Select which documents you would like to receive electronically. You can choose to receive all documents, statements only, or regulatory documents only. You can also tell us if you wish to receive a duplicate paper copy of your year-end statement.
  • Choose an email address and email delivery format (HTML or text) for notification of available statements and regulatory documents. Please verify that the email address is correct. You will receive an email verification within 24 hours of your enrollment in eDocuments. If we cannot verify your email address, your enrollment will be canceled and you will receive paper copies of documents. This email address will be used as your primary email address. Your primary email address is the main electronic channel of communication.
  • Review the legal consent language and click the I Agree button.
  • View the acknowledgment that you have completed the enrollment process. You will receive a letter in the U.S. mail within seven days confirming your enrollment. Please note, we ask you to allow four to six weeks for electronic delivery of all regulatory documents.

How do I view my eDocuments on the web?

For eDocuments that are stored in PDF (Portable Document Format) format, you will need Adobe Acrobat Reader installed on your computer to access these files. We recommend that you have Adobe Acrobat Reader 5.0. If you have an older version, please upgrade.

I have multiple accounts. Do I need to enroll each account separately?

No. Once you enroll, all eligible accounts will be included in your eDocuments enrollment.

During the enrollment process, what happens if you find that my email address is not valid?

If we cannot verify your email address within 24 hours of enrollment, we will cancel your eDocuments enrollment. We will then send you a letter via U.S. mail within seven days confirming you have canceled your enrollment in eDocuments.

May I choose to receive either my statements or my regulatory documents electronically?

Yes. You may choose to receive statements only or regulatory documents only.

Will I receive any duplicate paper copies of documents after I enroll in eDocuments?

You will receive paper copies of your December statement only if you elect to receive them. All other documents will be provided in electronic format. You may also request a paper copy of any document by contacting us at 1-800-359-3379.

How do I modify my eDocuments profile information?

Simply log in to your account, click the Statements tab, and then click on eDocuments Profile.

How do I enroll again in eDocuments after I've unsubscribed?

If you have unsubscribed from eDocuments, you may re-enroll by following the same steps as you did during your initial enrollment. Please see How do I enroll in eDocuments? above for specific instructions.

How do I cancel or unsubscribe from my enrollment from eDocuments?

Simply log in to your account. Under the Statements tab, click on eDocuments Profile. Click the checkboxes next to the options from which you would like to unsubscribe and click "I Agree". Your accounts will no longer be enrolled in eDocuments, and you will resume receiving paper account statements and/or regulatory documents via U.S. mail. Please allow four to six weeks for paper delivery of all regulatory documents.

What if I have difficulties viewing my eDocuments?

If you have Acrobat Adobe Reader installed on your personal computer, you should be able to simply click on the statement or document link to view it.

How do I print my eDocuments?

Once in Adobe Acrobat, you may simply click on the printer icon located on the taskbar directly above the document to print.

How do I save my eDocuments?

Once in Adobe Acrobat, you may simply click on the disk icon located on the taskbar directly above the document to save.

Now that I have signed up for eDocuments, I no longer receive business reply envelopes and deposit slips for my accounts. What should I do now?

The easiest way to deposit funds into your account is to electronically transfer money directly from your bank account. There are no checks to write, and this option is much quicker than mail delivery. To sign up for this option, complete the Shareholder Account Options Form (PDF).

Your online statement also has an additional investment form attached to it. You may print this additional investment form and send your investment to:

Wells Fargo Funds
P.O. Box 8266
Boston, MA 02266-8266

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value