Wells Fargo Advisors Reviews

At one time, I had a significant amount of assets managed by Wells. Over the years, my account manager never called me. Not even once. Then I started getting billed for assets under management. I have been a customer for over 40 years and never paid any fees until a couple of years ago. I called him after I received a letter saying that these fees are negotiable. He told me it was a form letter, and my fees will continue as before. He then told me that it would be best if I moved the balance of my assets to the new company. I then started moving my assets. When the last asset was moved, I noticed another fee was taken. I was told that this fee was for closing my account.

Tried to close an account and have the funds sent to me. The Docusign form WF uses would not keep the distribution selection checked when submitted. I have worked with 5 different representatives over 2 weeks, and no one can get it corrected. I cannot get a call from a supervisor and even with a case opened there is no response or correction.

Jerry Rouleau Wells Advisor turned Continuity Group which still under Wells Advisor supervision. No doubt for the bad rep change names, let’s face it. You can change the color of the building but you can not remove the stench inside. Both companies from the top down have had questionable behaviors. Check with the Secc and then check out all the fees and frankly the results. Worse the impunity they govern themselves with. Goes for Larry and Andrew in the office in Oregon as well. Move your money before they take away your access.

Using the mobile app, I accidentally transferred a small amount of funds from my Wells Fargo checking account into my Roth IRA. I called Wells Fargo Advisors and they were unable to reverse it, requiring that I complete a form to have the funds returned to my checking account. No problem at all, I understand and will do this. However, this call could have taken a couple of minutes, but ended up taking over 30 minutes because the rep has zero listening skills and was very agitated.

I opened a Brokerage account and provided all necessary documents and started buying stocks. After one month they sent me an email stating that they could not identify me and I should re-submit the documents. Long story short, I re-submitted 3 times and spoke to them on the phone 3 times. The end result is that they froze my account, I am unable to close my account or even transfer my stocks to another account. I had been a Wells Fargo customer for over 30 years and they made a ton of money off me. My last effort will be to go to a branch office and have them close the account and transfer all my funds. Once received, I will close all of my 8 accounts with Wells Fargo. No more business from me. Shame on you!

I went to the Gilbert and Ocotillo Branch. I had with several needs and was assisted promptly. Andrew ** provided efficient and courteous service, addressing all of my concerns with professionalism and excellent customer care.

Terrible service, I wanted to roll over my 401k, Wells Fargo denied my application, they said it was a business decision, I asked for the reasoning why and all they could tell me was it was a business decision.

I would like to thank John and Joe for the outstanding job they did in making my day. After leaving the bank in my area after being told they couldn't cash a check that was to be cashed at their bank but, was told they didn't have enough cash and would have to come back next week. The transaction would have taken place on the 25th of this month but I would have had to wait till the 28th. When I arrived at the branch in which these two great guys worked, I was greeted with a friendly smile and never once was I told my check could not be cashed. It was the branch in Cocoa, FL.

This has been my worst banking experience ever. I have been attempting to get restrictions lifted on my account so that I can conclude my business, and though I have been quickly responding to their documents request, they continue to make additional requests by bits and pieces. If they could get it together I’d be happy to comply to whatever they need on my end but it seems as no one really knows what they want from me and it’s always, "This will be resolved in 24/48," which has meant, "We will ask for something else. Don’t you worry!" Terrible experience!

Worst customer service I've ever encountered. Ritchie M, who works out of one of their Salt Lake City offices, is incompetent. When calling the office, they transfer you to his cellphone and his voicemail greeting sounds like he's drunk. Trust me, find another advisor. They don't respond to emails, they don't call back. You can get better returns investing yourself.