Wells Fargo Advisors Reviews

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.

Been with WF Advisors for decades, approx 5 years ago, they got us involved with an investment (loser investment too, but that’s not the issue) that we were told had a 5 year commitment, period. They did NOT tell us that this investment would require us to file tax extensions every year, VERY DISPLEASED, and we are now being held hostage in the investment for another 5-6 years as some internal issue took place which sounds like a load of ** to us. This has made us ineligible for covid stimulus funds as well as the continued nightmare of tax extensions that take us into October before we can file taxes. Basically, we got an advisor that did not know what he was getting us into, very unhappy with their excuses and the entire story they feed their investors.

I have been with Wells Fargo Advisors, Alan ** in the Deerfield, IL branch since 2012. To say I feel fortunate to have found him would be a gross understatement. He understands my goals and is always quick to respond to any questions I have. His expertise and professionalism is truly second to none. His performance is consistently above average. In conversations with friends and relatives regarding their personal financial advisors, I am reminded how exceptional Alan is on every level. There isn’t a single negative! His support staff is equally outstanding and always a pleasure to deal with. Without hesitation, I can say Alan earns 5 stars X 1000.

In trying to close my father in law's estate it has taken months with multiple return of documents because the documents group constantly identifies new problems. Accounts group tries to help resolve problems with customer without success. Neither group appears to communicate well with each other. Very frustrating and impossible organization to deal with. This is not an organization I would recommend doing business with.

Our Mother passed away 5 months ago and left a TOD. My share was set up in an account immediately. But my one of my sisters died a month later and Wells Fargo REFUSES to let me withdraw my funds. My account is in my name only. They make excuses and say their legal department won’t let them. But they won’t let me speak to their legal department or have them call me. I was going to leave some bonds in my account, but not now. They are very shady and no help at all. Beware!

(-5) that is my rate. One because I have to select one. One of the worst experience I ever have easy to take your money extremely difficult to take your money out. I open an account with this company and they block it to check my identification for months, when I already have with them a checking and saving acct. More than a week to get my money back and maybe 7 days to get it by mail. Be careful. They hold your money as they want.

Wells Fargo advertises "free trades" however they proceeded to charge me a non refundable 38 dollar fee one way to place a trade on any security under $1.00. I questioned the arrogant & argumentative representative who informed me that the $38 dollar "penny stock fee" as they call it was buried on some page in a book they had sent me. I never placed another trade with them... not recommended at all. $38.00 one way is a long way from free & Wells Fargo is deceptive in this.

I had an accounts with Wells Fargo for nearly 2 decades. My investment account, was a bit newer. If anything goes wrong on my other accounts, they usually call me. Not so when it is their issue! On Jan 27, 2021 chaos seemed to reign in Wall Street over the "Game Stop" trading. I have multiple trading accounts which all but one, sent either apologies over the disruption of their sites during this time or their trading issues. Wells Fargo did not! They saw this as a time to make money off of my retirement account. Who would go there during all the political, economical, health, and investment insecurity? Wells Fargo did, cause that's who they are. Clients don't matter, profits do. I will prove this point.

Wells Fargo does not have a list item at branches to give customer real information on what needs to bought to office to resolve deceased sole proprietor business accounts. Started 1st week of September to today still waiting to address my son’s Guru 360 Roofing and Restoration business account after providing twice Death certificate in NC and AZ. Still nothing has been done —in limbo. Estate department called twice—they cannot help. Forwarded to business department. Still will not help. Forwarded to Advocate department today. Have to wait until Wednesday to hear something.

I use auto payment and tried to up the monthly amount being automatically paid, instead I accidentally deleted the auto payments. Wells Fargo never called my home, cell or business to notify me. I finally found out 6 weeks later by snail mail. At that point I had missed 2 payments but IMMEDIATELY went online and corrected the situation. When I wrote to WFHM to explain what had happened and ask them to reverse the remarks that caused my credit to drop a whopping 100 points they basically told me tough luck and that they had every right to do what they did and were under no obligation to help out. I'll be refinancing that property.

I am giving this 2 stars only because trading WAS easy and simple. I started to day trade on their platform which is very simple, it could use some adjustments but for my type of day trading it worked. I spent about a month swing/day trading then got into it heavy for a week. I was making really good money every day and BAM Wells Fargo locks my CASH STOCK TRADING ACCOUNT that has over $50K in it and flags it for "pattern day trader(PDT)".

I've been with Wells Fargo Advisors for over 10 years. My advisor knows when to connect me and when to leave me alone. She sends me emails and texts regarding the latest in what's happening and what I should be aware of.

Horrible business practices. Once I tried to move money out of Wells Fargo the horrendous customer service started. I submitted my forms to transfer a 529 account to another brokerage in July. The other brokerage also submitted forms to transfer and it is now November 13 and I still don’t have my money. I have called 20 times to Wells Fargo and 10 times to the other brokerage trying to get help. My new brokerage calls WF with me on the line and it’s a constant run around. I called WF today and Abe put me on hold and didn’t come back. I called back in and was told he had connection issues. The new person is Nicole and she wants me to fill out new forms. I asked for a manager and was put on hold, later to be told they are all busy, but can call me back in 24 hours. Wells Fargo is a mess! Do not use them! Invest with Fidelity instead.

Wells Fargo Advisors cashed a check from my pension account on Oct 14th but refuse to admit they have my funds. They are making me get copies of the cashed check as they are claiming they cannot find the funds. I'm scared my pension is now gone. The reps all speak broken English so what country are they in? Is this where my money went? I Do not trust them with any funds at this point.

Updated on 09/20/2020: I am following up on my previous review with Kevin/Advisor and realized he manipulated me during our financial advising to want to sign up for investment. He did not want me to choose my own fund accounts. I asked for all Index funds but Kevin drew up all this funds and bonds, may around 20, and expect me to accept it. I asked do he have bonds and he replied, "No. But you are just beginning." He did not explain and restrictions or limitations or low cost funds. Kevin also change my benefit package forms to put my retirement check in Wells Fargo Advisors. Now, I was there to get a notary but Tom/notater set me up.

I had my account set for overdraft protection so I couldn't take out more money than what I had but Wells Fargo took it upon themselves to approve Snackcrate and Birchbox to take the money out that I didn't have in my account and on top of them two things making my account negative. I get charged two overdraft fees....I had no idea wells fargo would change my account to no overdraft protection without notifying me.

My mother used Wells Fargo Financial Advisors for investments. One of the investments was an annuity. Either no one advised her to fill out the beneficiary portion or advised her to designate her estate as the beneficiary. So we had to go through probate for just this one investment and pay %30 income tax. Between lawyer fees and taxes the cost was over $20,000.00 out of $60,000.00. NEVER USE THESE CLOWNS!!!!

One star is really too many stars for the extremely poor customer service delivered by Wells Fargo Advisors. I am a long time customer. They failed to credit a deposit to an account I have with them. I have called and faxed them repeatedly over the past month in an attempt to get them to correct their error. I have spent well over an hour on hold on the phone. At one point I spoke to a CSR who assured me that I would hear something back from them by the end of the day. Of course, I did not. This is how they treat a customer of 15 years!! I run a business and I understand customer service. In my business, I go the extra mile to deliver excellent customer service to keep my clients happy. Trying to get through to anyone who can actually help you is a near impossible task. Go to Vanguard, or Fidelity, or USAA. But whatever you do, do not do business with Wells Fargo Advisors. You will only end up regretting it.

Do not use their brokerage services to trade, this is the worst bank I ever had to deal with when it comes to online trading. STAY AWAY!!!! I opened a brokerage account under my trust and started trading stocks. After some time, they required some forms and locked my account without calling me. At this point I have stocks that I cannot sell and they don't care. I sent in the forms twice, once through one of their branches and they have yet to call me back. They keep saying two to three business days and I have yet to receive any phone calls. It's been close to three weeks and I keep calling and trying to sell my stocks with no luck.