The account at Wells Fargo is a custodial account that is linked directly to your PayPal account balance. Get Mobile Banking, Bill Pay, and access to 13,000 ATMs. to opening the account. See the entire performance picture. Name of owner or custodian (frst, middle initial, last) Social Security number . You can avoid this fee with one of the following as of June 30 for all accounts in your WellsTrade household:. The custodian of the account should transfer control of the assets to a ... For Wells Fargo Private Bank accounts, contact the Relationship Manager on the most recent client statement or call 877-646-8560. ACCOUNT. Fees Amount; Household Annual Fee 2 Or IRA Custodial Fee 2 (for IRA only households) $30 per household. A custodial account can be opened either with Wells Fargo Advisors or the cheaper option, WellsTrade. The custodial account is able to accept employer and US Government benefits direct deposits. 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.WellsTrade® and Intuitive Investor ® accounts are offered through … This is not an actual checking or savings account and it should not be used like one. View all plans . Invest this redemption in another Wells Fargo Funds account. View and analyze the status of your entire custodial portfolio or effortlessly drill down to pool or loan level detail. Interactive Custodial Services Access real-time detailed information on your document custody files at Wells Fargo. Nonretirement Account Redemption Complete this form to request a redemption from your Wells Fargo Funds nonretirement account. Portfolio by Wells Fargo ® Checking accounts need to process a statement at month end, the statement will be finalized no later than the third business day of the month. Purchase and sell shares at your convenience, view account balances, and reinvest your dividends. Date of birth (mm/dd/yyyy) (age 18 or older) U.S. … 2. APPOINTMENT OF CUSTODIAN. Claims, disputes, legal or bank restrictions need to be resolved. Funds pledged for collateral or other purposes need to be released. If you are establishing an account as attorney-in-fact on behalf of the account owner, contact Wells Fargo Funds for instructions on properly establishing the account. Adviser is a wholly owned subsidiary and affiliate of Bank. Bank will act as custodian of all assets under management by Wells Capital Management Incorporated (Adviser). 1. Client appoints Bank as attorney in fact and agent to act for Client and in Client’s name. Open a Wells Fargo checking account online in minutes. Enroll In Employee Plan. If you have questions or ... Name of account owner, custodian, trustee (frst, middle initial, last), or entity . Wells Fargo Corporate & Investment Banking (CIB) and Wells Fargo Securities (WFS) are the trade names used for the corporate banking, capital markets, and investment banking services of Wells Fargo & Company and its subsidiaries, including but not limited to Wells Fargo Securities, LLC, member of NYSE, FINRA, NFA, and SIPC, Wells Fargo … You’ll need to call the broker … The lowest commission schedule will be at WellsTrade. Easily enroll online (if available) in your company's plan, view your account, download Employee Plan materials, change your enrollment, make transactions and more. Although WellsTrade is the online discount firm of the two options, it’s not possible to open a custodial account online. The umbrella acts under which custodial accounts for minors are set up. 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