Wells Fargo Advisors Reviews

Horrible. The attitude from Woodlands office off of Hughes Landing was unlike anything I'd experienced. There were a contagion of missteps on their part & they wanted to blame me. After days of "less than truth", I gave up. But moving my money, my mom's and hope to convince others.

I had a 401k retirement fund from my previous employer, after changing job, instead of transferring to the new plan with my new employer, I decided to have the fund deposited in an IRA account at Wells Fargo, and managed by their financial advisors. Oh boy!!, it was major financial decision mistake I had ever made!!!. What bothered me most was that they were extremely difficult to get a hold of. My expectations from a good adviser was that he/she would review and advise me if there is any change(s) required due to market condition fluctuations, but that was the case with Wells Fargo Advisors assigned to my accounts. One of the bad experiences was that they hardly returned my calls. After several years with Wells Fargo (plus, loosing money along the way), I decided to close all the accounts and moved the fund to somewhere else ....

Horrible. I am embarrassed to say that I actually believed and agreed to my advisor’s investment strategies. He was smooth at talking and filled his own pockets by selling off my investments. He cost me thousands in capital gains. No one to blame but myself but stay clear of Wells Fargo.

These guys talk a good game. I was invested for 5 years and two different advisors, the last one was supposed to be their best. My initial investment went down around 20% but the market was up??? We are talking significant $$$$ close to 1 mil. I have been with a different advisor company for the last 5 months or so and have been up like the market over 10%. I’m not sure what Well’s strategy is but they are not a fiduciary and they work for them not you. I cannot recommend them. Gary

I had a very bad experience with Wells Fargo Advisors, Please dont put your money in there, It's been more than 3 months that I'm trying to transfer my OWN money from an IRA account in Wells Fargo Advisors and every single time they say something different, very frustrating.. I filled out again the IRA distribution form for the fourth time and we'll see.. but there got to be better financial institutions than this SCAM.

Online codes often do not work. Difficult to reach a representative. No contact sources available. This is the world of robots rather than human beings to talk to. The way of moneygrabbers. Most awful bank I've dealt with. Wastes most of my time.

I am holding a intuitive investor account from the past 2 and half years with Wells Fargo Advisors and not one day my investment was in gains. I am trying to pull out my money without any loss, but it seems impossible every day. Do not put your hard earned money in these people's hands, they are just incompetent.

Wells Fargo Advisors (as well as WF Bank) are great at taking your money with a smile and a kind word. But just try to get the money back out when someone dies. My father in law passed away with a revocable trust account. My husband is both the trustee of the account and the Executor of the estate. We have attempted for 5 months now to get the money out of the account. Gotten an EIN for the now Irrevocable trust account, set up a new account with that EIN and have been trying to get the money transferred from the deceased's account.

They closed my checking account for suspicious activity and I had a balance of over 500.00 dollars and said they would send that in a couple weeks so I called and said they sent the direct deposit back to my employer but they haven’t said anything. They are a bad banking company and I will never do business with them again.

Wells Fargo sent a mail promotion for having a new checking account, which will receive a bonus of $325. The only requirements are: 1000 deposit within a 90 day period. 3 month past, the $325 bonus did not come in, while I satisfied the $1000 deposit in 30 days. I called customer service and initiate a ticket to investigate when the $325 will come in. No response for 3 weeks, then a letter came and said we did not qualify.

Wells Fargo Bank in Quakertown, Pa. 18951. The worse bank I ever dealt with. It is a small incompetent bank that Wells Fargo should replace the entire staff. I have had so many issues with this bank I just closed my account and went elsewhere. They have ridiculous fees. Every time I go into this bank I hear "you can't" or "we can't" or "I don't know". No one in this bank knows what they are doing-you ask for a bank manager their only answer is go online and schedule a appointment to see one. My last visit I received a check, went to this incompetent bank to cash it and the teller tells me, "We can't cash that check." I go to the next Wells Fargo 3 miles down the road they cash it with zero issues. Avoid this bank. You won't get anywhere.

Seven years ago, our then advisor Brian ** got us into an investment that was promised to be 5 years, we drilled the point and we’re assured 5 years, THEY LIE, BRIAN ** IS A LIAR. The investment was a total loser like many of the investments we were led into from our supposed knowledgeable advisor. We’ve since pulled almost the entire account and put into Edward Jones.

I would advise everyone to not use their Mobile Banking. My wife made a deposit. We were at a Positive now because their system has big problems. We are on hold with that deposit and are now at a huge Negative Balance. Called CS. No help at all. Very unprofessional, Extremely rude.

Do NOT use this bank! I am STUCK with this bank for reasons too long to go into. But I am constantly locked out of my accounts, the ** online robot will NOT recognize my password, nor will the idiot auto robot recognize my account numbers. Calling the so-called 24/7 HELP number is nothing but a lie, as there IS no such thing. Trying to get help from my "Financial advisors" takes emails and phone calls unlimited because they are only in my horrible branch one day a week. And I don't think they BOTHER to look at emails or phone messages daily. I'm out of this as soon as I can GET OUT!

My father had invested his life earnings for over 22 years in Wells Fargo Advisors (WFA). We set up a family trust for him over 15 years ago and named the WFA accounts to his trust to avoid probate and expedite his wishes in the distribution of his estate. The Financial Advisor said that we would not have any problems with the trust and securing the funds in a timely manner. NOTHING could have been farther from the truth!! WFA assigned a new employee to facilitate the liquidation of his funds.

On an interest payment of $637.50 I was charged $175.00. I have bonds with Stifel and receive no charges. Why can one financial institution work for the customer while another seems to be out for itself?

They open account as if they are Wells Fargo but later games start. They don’t want to pay back or ask for certified motorized ID just to transfer my money to my own Wells Fargo account and even a visit to a branch with con call with this wells trade spoke to someone maybe from India like a call center, just couldn’t help.

My stepmother passed away over 2.5 years ago, and left the bulk of her financial accounts to my brother and me. While things got slowed down by the pandemic and probate court issues, it still took a considerable time to get the tax paid money out of WF Financial Services, and even then, I had to amend my 2021 tax return because I didn't get the correct information from WF regarding capital gains until a few months ago. Since then, for about a year now, we have been trying to get the tax deferred money from the one remaining account released to us. It has just been a continuous cycle of excuses, lost paperwork, more excuses, and, in my opinion, incompetent delays. There is no way I would ever let them handle a account for me.

Horrible Experience dealing with Wells Fargo all the way around. Short version - Father passed away October 2021. Documents that Wells Fargo stated they needed sent in end of October beginning of November. Needed to wait for judge to issue summary for the estate which happened February. Documents sent. Wells Fargo stated they didn't receive them. Went to Wells Fargo Bank mid March. The Rep was on the phone with estate processing and all required documents were faxed (22 pages). Since then they have requested the same documentation. Won't talk to me because I am not "authorized". Called back in June - they needed to speak to executor. She talked with Wells Fargo and let me know they needed to verbally verify that she opened the new account - strange????

We spend a lot of time in Europe and have been trying for quite some time to wire transfer some of our funds over here to our foreign bank. Over the last several months, we have spent countless hours on the phone with a variety of bankers, supervisors and managers, in an attempt to wire transfer some of our money - all to NO AVAIL!! We have been disconnected, hung up on, insulted, accused of negligence and to add insult to injury we have been charged $95 in bank fees, every time the BANK cancels OUR wire!! We have been Wells Fargo customers for MANY years and are absolutely disgusted with their overseas service. Being treated like CRIMINALS is just deplorable! We just want to clear out our accounts and NEVER deal with Wells Fargo again! Extremely disgruntled WF customers.

Since the pandemic started they think they just can do whatever they want. They're give you an overdraft fee for something you already paid for even if your account is in the positive. They will make up something on why your account is randomly in the negative then they will overdraft their overdraft so putting in a worst position. Then when you talk to a representative and ask if they can take the overdraft away so the account be back in the positive. They give an excuse that during the pandemic when people couldn't work they and had a overdraft fee taken away once that they don't do that anymore. So in my opinion they're scamming and crooks. Let see when you a penny short and ask the government for another bail out from your honest working tax payers money. Thank you.

I am a co-trustee with my brother of my late mother's revocable trust. Upon her death, I attempted to close the account. I was required to upload her death certificate, an Affidavit of Domicile, and a Certificate of Trust. They still won't let me trade the account. When they finally approve the trades, they will require my brother and me to each open an account in each of our names.

I have been directed to a specific department based on what service I needed. I call the number provided, 855-877-7904. For three consecutive days I was put on hold, each progressively longer. First call, 1:45, second call 2:01, third 3 hours and 5 minutes, still nobody ever picked up. All done within business hours. Unacceptable!

As the saying goes, if I could give less than 1 start review I would! Please stay away from Wells Fargo Advisors. My dad passed way in September of 2021 so we tried to move his portfolio to my ailing mom who was the beneficiary a month later. His advisor no longer worked for Wells Fargo so it took about 1 month for WF to assign another advisor named Ricardo ** in to transfer the account. We knew time was of the essence because of my mom's condition and she recently passed away recently passed away. However, over 6 months later NOTHING has been done from Ricardo ** or anyone at WF to transfer. I now have to deal with them transferring my mom's portfolio to us which will be another migraine headache.

On 1-27-22 I went to a Wells Fargo bank ATM to deposit some money. After I deposited the money it didn't show up on the ATM screen as if I dropped the money in a hole. I called CS to file a claim for $259 cause that's what I had deposited. Well Wells Fargo gave temporary credit for $259. Last week I received a letter stating that the technician didn't find any money in the ATM and that the ATM was not tampered with so on the 23rd of March I would have to refund them that $259 back. I called them right away. I said if I wanted to steal from a bank it wouldn't be $259. I would of gone for way more money. What tick me off is they act like I'm the liar and the technician is the one being honest. Anyways now I'm negative $55 'cause Wells Fargo decided to go into my account and take what they felt was theirs. I really hate Wells Fargo especially since I'm telling the truth.

Advisers are not able to guide you through an investment of my choice. Too much and too long for investment process. WellsFargo advisers are not expert in their job. Look elsewhere to invest your money.

The branches are no help & shut down online banking and cannot get answers to anything. Also John w/ investments won't help even after I asked since it was my husband's money and he passed away and I was told, "Don't worry about it I'll do it." No you need to teach people who ask & not to be treated as stupid. I'm taking all money to a better bank who actually answers questions & will show you how things work. They need training w/ their employees.

I, as Trustee, have requested whatever signed Trust Account documents in the possession of Wells Fargo. They have refused, thereby holding up the distribution of the Trust Estate to the Beneficiaries. Not good for a "Trust" Department to refuse to reveal documents to the Trustee.

My wife and I have been clients of Wells Fargo Advisors for over 20 years. They have known that for the last 15 years, we have lived in the UK, though always with the plan to return to the US for our retirement. After those 20 years, without so much as a consultation, they have told us that they will no longer service "international" accounts, and we have to move all our savings, including our retirement accounts, elsewhere. This is, as far as we understand it (though who knows, we might be wrong, which we suppose we could discover if we page through all the fine print), just because they no longer feel like servicing international accounts at all.

I actually have two financial advisors. One was from SunTrust Bank. He decided to leave SunTrust and work for Wells Fargo. I decided to move my SunTrust accounts over to Wells Fargo and retain his services at Wells Fargo. Both financial advisors knows me well and my risk tolerances in the types of investments. However, at this time, I still make the final decision in my various investment accounts.