0000017022 00000 n 0000284464 00000 n CUSTOMER ACCOUNT TRANSFER (Please Use a Separate Form for Each Transfer) ACAT (Sections 1 & 2) Send to MO1355 Blue Envelope Mutual Funds (Section 3) Send to MO1355 Orange Envelope Wells Fargo Advisors (“WFA”) Account You are Transferring TO Social Security Number or Tax ID Number FCC Clearing Number 0141 0000061728 00000 n 0000011648 00000 n 0000015988 00000 n Overnight Wells Fargo Funds 430 W 7th Street, STE 219967 0000022241 00000 n 0000242143 00000 n 0000011074 00000 n Donor’s Name and Address . Name of Security and Number of Shares . 0000038328 00000 n startxref 0000285418 00000 n 0000060263 00000 n A Wells Fargo Advisors Financial Advisor can help educate you regarding your choices so you can decide which one makes the most sense for your specific situation. 0000063122 00000 n 0000037978 00000 n 0000071857 00000 n 0000009580 00000 n 0000287530 00000 n 0000045961 00000 n 0000039560 00000 n Domestic wire transfers are run through either the … 0000043851 00000 n 0000285763 00000 n To transfer funds between your accounts: Sign on to Wells Fargo Online ® to access transfers. 0000033640 00000 n Call 1-800-SAVE-123 or 1-800-728-3123. 0000066767 00000 n 0000030888 00000 n 0000069375 00000 n 0000017896 00000 n In accordance with the Wells Fargo Advisors Fraud Program, Wells Fargo Advisors must provide, without charge and within 30 days of the request, a copy of any client statements or transaction records to clients who have been a victim of identity theft. 0000027767 00000 n 0000026004 00000 n 0000074684 00000 n 0000288828 00000 n 0000047048 00000 n 0000335190 00000 n 0000087373 00000 n 0000008647 00000 n 0000063200 00000 n 5. 0000068815 00000 n 0000286655 00000 n The Miami-based group sent a proposal to the senior management of Wells Fargo Advisors (WFA) last week for a ‘tape to tape’ deal that would allow any of the firm’s international advisors who opted in to join Insigneo as independent advisors and transfer all their international client accounts onto its custodial platform in one move. 0000056113 00000 n 0000086292 00000 n 0000044161 00000 n 0000011870 00000 n 412 0 obj <>stream 0000031381 00000 n 0000070638 00000 n 0000037426 00000 n I inherited an IRA from my father. 0000052784 00000 n 0000076282 00000 n 0000067012 00000 n 0000023109 00000 n 0000026278 00000 n 0000288023 00000 n 0000034295 00000 n One says the paperwork is filled out incorrectly. 0000038638 00000 n 0000019213 00000 n 0000283762 00000 n Box 219967 Kansas City, MO 64121-9967. 0000025419 00000 n 0000086540 00000 n Payee/Registrant’s Address (include City, State, Zip Code & Country) Registrant’s SSN or Tax ID ... For transfers to third party accounts of which you have no ownership interest, you agree that by signing this document that ... Wells Fargo Advisors, LLC is a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company . 0000009095 00000 n 0000060926 00000 n 0000193584 00000 n 0000021649 00000 n 0000037735 00000 n 0000045387 00000 n 0000330899 00000 n 0000018557 00000 n 0000021347 00000 n 0000285183 00000 n Checking and Savings Accounts Wells Fargo Bank 0000288496 00000 n 0000059925 00000 n If no year is indicated, it is considered a current-year contribution. 0000064026 00000 n 0000024828 00000 n 0000087319 00000 n 0000055200 00000 n 0000051018 00000 n 0000028014 00000 n Customer support for clients already invested directly in mutual funds with Wells Fargo Asset Management. %PDF-1.6 %���� 0000066108 00000 n 0000069077 00000 n 0000070947 00000 n 0000087059 00000 n 0000043198 00000 n 0000335398 00000 n 0000032677 00000 n 0000022538 00000 n 0000288862 00000 n 0000059021 00000 n 0000063781 00000 n 0000284848 00000 n 0000042326 00000 n 0000048045 00000 n 0000007156 00000 n Auto Loans Wells Fargo Auto P.O. 0000080457 00000 n 0000285658 00000 n 0000285055 00000 n 0000041194 00000 n 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. 0000079260 00000 n 0000286831 00000 n 0000053128 00000 n 0000030580 00000 n 0000047392 00000 n 0000060513 00000 n 70 0 obj <> endobj 0000023373 00000 n 0000286959 00000 n 0000282936 00000 n 0 0000010735 00000 n Please note: In order that we may properly credit this gift, please reference the donor’s name, and preferred designation, in the DTC transfer instructions. 0000039293 00000 n Wells Fargo Advisors has enhanced its already elevated recruiting offer by adding asset-transfer and growth targets that can bring cash bonuses for top brokers up to … Contacts at Wells Fargo: Patrick Neukom (719) 577-5519 / FAX (719) 632-2168 . First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0000057605 00000 n At Wells Fargo Advisors, you can make contributions to your IRA online or using your mobile device 1. Note of Caution on Fees: If your money transfer involves currency conversion, there is a high chance you will get a poor exchange rate from the banks and as a result pay high hidden fees.We recommend services like TransferWise for getting best conversion rates and lower wire transfer fees. 0000035196 00000 n x��SkL�W~ߖ(��hi��:ʀ" �eL�k;QD�\� Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC, separate registered broker-dealers and nonbank affiliates of Wells Fargo & Company.-58629 2 (Rev 12 – 11/17) Page 1 of 5 ACAT – Fax: (844) 879 -0941 For transfers after 8 p.m., Wells Fargo will use the funds to pay transactions during its overnight processing even though the transfer will show as “pending” in your account information. 0000060591 00000 n Before you make a decision, read on to become more informed and speak with your retirement plan administrator and tax professional. 0000034602 00000 n 0000077514 00000 n 0000025693 00000 n 0000018904 00000 n 0000085242 00000 n 0000083147 00000 n Contact us. 0000079890 00000 n 0000035508 00000 n 0000010025 00000 n 0000284592 00000 n 0000036761 00000 n 0000017195 00000 n 0000028976 00000 n Corporate Offices Wells Fargo 420 Montgomery Street San Francisco, CA 94104. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0000028670 00000 n 0000048584 00000 n Wells Fargo gives you flexibility, convenience, and control to transfer funds where and when you need it. �\tC@q�T�lL�mᶚ�A���E;.���ז2u��J��#eo�C��d��o��9�9�s�w�s�� @�8 �c �'E@l���8��P]���[�=�4iph��. 0000067600 00000 n 0000031668 00000 n Wire instructions. Wells Fargo Advisors’ Brokerage Cash Services is an enhanced brokerage feature that combines investing with easy access to digital banking providing seamless navigation between online banking, brokerage, transfers, and bill pay platforms with a … 0000074332 00000 n 0000051248 00000 n 0000035858 00000 n 0000091964 00000 n Assistance with existing accounts including contributions, rollovers, and distributions. Full Service Brokerage For customers investing with a Financial Advisor: 1-866-281-7436; WellsTrade For customer support with WellsTrade accounts: 1-800-TRADERS (1-800-872-3377) Mail WELLS FARGO ADVISORS Attention: N9160-01P PO Box 77046 Minneapolis, MN 55480-9902. 0000282172 00000 n 0000036166 00000 n My name is Robert Pinchak. You’ll also need your recipient’s name, address, bank details, and Swift code. 0000030231 00000 n 0000062534 00000 n 0000066186 00000 n 0000058433 00000 n 0000062287 00000 n 0000040219 00000 n ©2019 Wells Fargo Clearing Services, LLC. 0000065858 00000 n 0000098094 00000 n 0000094375 00000 n 0000051592 00000 n 0000284720 00000 n 0000287204 00000 n A powerful feature that connects your financial world. 0000052245 00000 n 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. 0000054647 00000 n 0000090437 00000 n 0000070288 00000 n 0000286508 00000 n 0000024517 00000 n 0000044390 00000 n 0000331169 00000 n 0000285973 00000 n Help with retirement plans (401(k), 403(b), Defined Benefit, Profit Sharing, etc.) 0000029920 00000 n 0000072516 00000 n ; Choose the account you want to transfer money from, the account you want the money transferred to, the frequency of transfers, the date you would like the transfer to occur, and the amount that you would like to transfer. 0000075347 00000 n 0000014952 00000 n 0000056448 00000 n 0000077204 00000 n 0000026589 00000 n To enable non-Wells Fargo accounts for Transfers, additional security measures are required. 0000010547 00000 n xref 0000014105 00000 n 0000023925 00000 n 70 343 0000059099 00000 n 0000025106 00000 n Simply sign on to Wells Fargo Online to access transfers, and click Add Non-Wells Fargo Accounts to get started. 0000286231 00000 n 0000021944 00000 n 0000075656 00000 n A swift code is an international bank code that identifies a particular bank. 0000284208 00000 n 0000071544 00000 n 0000067350 00000 n 0000057527 00000 n Wells Fargo Asset Management. Wells Fargo offers customers multiple ways to send money using the Wells Fargo Online program. 0000049581 00000 n 0000042854 00000 n 0000046818 00000 n 0000286785 00000 n Wells Fargo Advisors is a subsidiary of Wells Fargo & Company, one of America’s largest and strongest financial institutions, which has been in business since 1852. 0000023671 00000 n 0000009300 00000 n 0000056035 00000 n 0000054355 00000 n 0000076902 00000 n 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. 0000065520 00000 n 0000008308 00000 n 0000017372 00000 n About 2 weeks ago someone told me the signature 0000069974 00000 n Regular Wells Fargo Funds P.O. 0000283064 00000 n 0000047694 00000 n 0000048928 00000 n 0000012360 00000 n 0000288900 00000 n 0000281895 00000 n 0000078948 00000 n 0000082103 00000 n ComplaintsBoard.com is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Wells Fargo Advisors Customer Service. 0000013801 00000 n 0000287850 00000 n 0000284080 00000 n 0000058186 00000 n 0000283126 00000 n 0000022812 00000 n 0000288954 00000 n 0000075973 00000 n 0000057277 00000 n 0000050718 00000 n 0000287720 00000 n 0000048355 00000 n 0000056694 00000 n 0000088981 00000 n 0000008977 00000 n 0000027177 00000 n 0000037074 00000 n Wells Fargo Advisors. 0000029322 00000 n 0000052555 00000 n 0000055447 00000 n 0000018246 00000 n 0000054091 00000 n 0000282025 00000 n 0000078103 00000 n Every person I speak to gives me different information on why I can't transfer the balance. 0000019804 00000 n 0000334958 00000 n 0000282746 00000 n 0000017653 00000 n 0000286580 00000 n 0000078384 00000 n 0000283382 00000 n 0000046522 00000 n 0000032984 00000 n 0000073778 00000 n 0000074997 00000 n 0000046260 00000 n Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee … 0000065273 00000 n 1 Each trade order will be treated as a separate transaction subject to commission. 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