Get Financial Advisor New Account Application - Wells Fargo Advantage ...

The Financial Advisor New Account Application for Wells Fargo Advantage enables users to establish individual, joint, UGMA/UTMA, or guardianship accounts. This guide will provide you with clear steps to complete the form online with confidence.

Follow the steps to fill out your Financial Advisor New Account Application.

1. Click the ‘Get Form’ button to obtain the application form and open it in your preferred editing tool.
2. Begin by choosing the account type you wish to establish: Individual, Joint, UGMA/UTMA, or Guardianship account. Make sure to read the requirements associated with guardianship accounts, which necessitate submitting recent guardianship papers.
3. Fill out the personal information section, including the name of the account owner or custodian, social security number, date of birth (in mm/dd/yyyy format), and U.S. residential street address. Ensure this information matches your legal documents.
4. Provide your contact information, including email address and phone numbers for both daytime and evening. This will help in communication regarding your account.
5. If applicable, enter the details for a minor when opening a UGMA/UTMA account. Include the minor's full name.
6. For joint, guardianship, or conservatorship accounts, add the required information for additional individuals, ensuring you include all necessary data on separate sheets if needed.
7. Select your preferred investment method, indicating amounts and any checks or transfers from existing accounts. Ensure you follow the method guidelines carefully, as certain checks are not accepted.
8. Opt for optional features like checkwriting privileges if desired. List the fund names and provide signatures where indicated.
9. Fill in account options for automatic investments or direct deposits. Provide a voided check if required.
10. Conclude by reviewing the signature section. Ensure all pertinent individuals (including financial advisors if applicable) have signed and dated where needed.
11. Once completed, you can save the changes, download a copy for your records, print, or share the form as necessary.

Complete your Financial Advisor New Account Application online today for a smoother investing experience.