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  • Certificate Of Fiduciary Authority - Wells Fargo

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Certificate of Fiduciary Authority We, the undersigned, representing that we are all of the trustees of the Trust and that we are duly authorized by the terms of the Trust to execute and deliver this.

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The minimum account size for this program is $500. Wells Fargo Bank, N.A., member FDIC, is a bank affiliate of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Wells Fargo Advisors offers standard WellsTrade investment accounts and accounts for Traditional IRAs, Roth IRAs, SEP IRAs, and Coverdell Education Savings Accounts (ESAs).

With our comprehensive range of fiduciary and trust services and a deep commitment to carrying on your legacy, we can create custom strategies for retaining your wealth, and deliver dedicated resources for disbursing your wealth.

To transfer funds to or from your brokerage accounts, simply sign on to Wells Fargo Online® and select Transfer and Pay.

Wells Fargo customers will pay an annual advisory fee of 0.30% if their Intuitive Investor brokerage accounts are linked to Wells Fargo Bank's Portfolio by Wells Fargo, a checking relationship program. The company said the lower minimum investment and annual advisory fee are marketed to emerging affluent clients.

“The minimum investment is now just $500, while the portfolios underpinning the platform are built by the Wells Fargo Investment Institute (WFII), including a new set of sustainability-focused portfolios. Investors can quickly find portfolio choices important to them.”

Funds transferred to your Wells Fargo prepaid and deposit accounts (and Brokerage Cash Services) will be available immediately for purchases and withdrawals. The funds are also used in our next nightly processing of deposits and withdrawals. Our nightly processing occurs on business days.

Wells Fargo Advisors is a good business for investors and those seeking financial advice. It helps that the company is an affiliate of the well-established Wells Fargo Bank — it's easier for people to trust a name they already know. Clients who already bank with Wells Fargo can save on Wells Fargo Advisors services.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232