Wells Fargo Advisors Reviews

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.

I’m giving review on Mr. Vince ** at the Louetta and Stuebner airline address. Mr. ** did a great Job helping me to open up my Business account. I had a great and I Just really appreciate his help. I really love this Bank. Very nice peoples.

I have had Wells Fargo for about 8 years now and they always fail me with their online banking. During a pandemic, their account systems logged my transactions incorrectly, which the service rep verified, however they charged me a fee for not doing anything incorrectly on my end. The rep advised that again, during a pandemic, I would only get back half of the fees charged to my account. I am highly dissatisfied considering the time length I have been with this banking institution and will also be going to add to their F rating with the BBB. So greedy to do this to people at a time when so many are suffering financially and with their health.

Scammed for $200 - the branch isn’t crediting back the unauthorized withdrawal. Claim was closed less than 48 hours. I had my transaction history, atm ID + location, past withdrawals, etc. to show it was not me who made the withdrawal. However, because I have used this location (capital) 8 times since 2013 aka the same location the unauthorized withdrawal was taken from - the claims department came to a conclusion it was not fraud. Yet, my account was hacked and I was not able to even access my account without going to the branch twice AND calling more than 4 times. Every person I talked to on the phone was inconsiderate and could care less about my situation.

I have been in contact by phone and email with Wealth Mgmt in Phila. I have been with this Bank since 1969 when it was American Bank and worked for them for 10yrs. The issue has to do with a trust fund/will. They are not abiding by the way my Father word/set it up. They are "supposed" to be one of the trustees, but do not make any decision on their own. Unfortunately, my Father assigned a person who he trusted. He despises us because we would not sell him my Dad's company. Instead, we had to fire him for intentionally putting it in debt (and we have proof). I explained this to the bank but they said they weren't lawyers!!

Jared ** with Wells Fargo Advisors in the Reading, Pennsylvania area has consistently exhibited several outstanding qualities, while administering my mother’s finances since January 2018. As a Financial Representative / Advisor; Mr. ** is knowledgeable, attentive, and accessible; and passionate while focusing on important details. He has communicated consistently least quarterly in a clear, honest manner; and adheres to a fiduciary standard.

Well seeing my IRA going down from the virus, I called my advisor Adam in Virginia Mn to move my funds into a stable bond fund. I told Adam that I wanted to completely be out of stocks and mutual funds! Next trading day in my new fund I find out at the end of trading I lost $1800. I call Adam and ask him why I lost so much in a bond fund. He told me the fund had 30% mutual funds and it was the only thing he could do. Turns out for him to keep his commission was to keep my funds in a Wells fund! And he disrespected my wishes to protect my assets! I realize now that he was trained this way or is just concerned about keeping me in his client portfolio. So I’m now officially out of wells and moved on to Fidelity. Posting this I hope it helps investors to be cautious when investing with these advisors!

I’ll keep this short. Couple years ago I left Wells Fargo Advisors because my advisor of 19 years Mike ** conned me unload me to sleep in a portfolio that made Wells Fargo the lion share of the profit while keeping me down at 3% then he neglected to tell me of the fees the exorbitant fees for buying stocks through Wells Fargo advisors. When I reported him to Wells Fargo‘s Robert ** he sent back a letter saying that he reviewed everything and everything seem to be normal and straight. Of course it does it when your Wells Fargo advisers ripping people off. These people are so jaded they don’t know which side is up. Run away from these people. Especially those in Richmond Virginia. They have no moral compass.

My mother has three corporate trusts with this firm and she can't get the money that she inherited within these trusts. She has been fighting them over a budget issue for almost three months now since a new trust administrator took over. We are now at the point of getting attorneys involved and most likely moving the trusts.

Called to pay my daughter's student loan like I do EVERY MONTH and EVERY MONTH they give me a hard time!!! I'M GIVING YOU MONEY!!! WHY DOES IT HAVE TO BE SO HARD EVERY SINGLE MONTH?!!! First of all the phone number in the student loan payment paperwork is 1-800-459-8451. Every. Single. Time I call I get told... "This isn't the student loan number!" Today, 1/13/2020. I called at approximately 1:25, waited on hold almost 10 minutes only to get this rude lady keep telling me it's the wrong number. She didnt want to transfer me, just wanted to keep telling me it's the wrong number. FINALLY I got upset and told her to just transfer me to them and she hung up on me!!!! I guess they don't want my money!! This place NEVER knows what they are doing!!!

My experience with Wells Fargo Trumbull, CT Branch was very unfortunate and disappointing. I walked in the Trumbull branch confidently expecting to do business. I was greeted by a Loan advisor. His name is Crucito **. He was very helpful during the loan process. However, it took several days for a e-mail response. I was first sent a conditional approval email response. They needed more documentation which I immediately provided.

I have been trying to make a trade for one week and my account has been restricted so I have been unable to make any trades. The brokerage customer service cannot even tell me why and that is probably some kind formation brokerage doesn’t have. The agent went through numerous questions to fill out some form. So all these questions and she doesn’t even know what brokerage is missing and can not communicate with them! She said it may take a week or two or she has seen it take a month or two. Ridiculous!

I took a loan on my 401k. When I called to establish and loan, their rep informed me I could leave the company and take my 401k with me and still make payments. I signed up and all was well. I then left the company a few months later and called to set up my payments to continue my payments and they informed me per the guidelines I have at it back in full or take it as income. I escalated and they did confirm their rep did inform me I could take my loan way from the company but there is nothing they could do.

I am a customer for many years and tried to open up an IRA account for my son, who is a minor. After filling out the first application page online, I was directed to call WF at 1-866-460-8462 to continue opening up a brokerage account for a minor. The line was answered quickly on a recorded line and I was informed by the representative that WF does not offer IRA accounts for minors. Because I wanted to understand if I could open up this type of account at a different bank, I attempted to clarify if there is a legal prohibition to open up an IRA account for minors or if WF had just an internal policy to not offer IRA accounts to minors.

How this bank gets away with what it does is simply amazing in today's times. Largest yes, but worst by far. And the financial advisors as they call themselves, arrogant, self absorbed and pathological liars. I am sure they wine and dine you to sign up for their products, and invest, probably nothing short of caviar and champagne, but try to cash out an inherited IRA, and the nightmare for the consumer begins. No two people in the Oakhurst NJ office tell you the same thing, and at times outright lye to you when it is the quickest way to get you off the phone. Some even have a very condescending attitude, and don't seem to care about that either. Remember they are better than you, and doing you a favor when they do call you back. You are likely interrupting lunch plans, a latte run, or a golf date.

My mother while traveling in Canada suffered a massive stroke, was removed from life support and passed away. As you can imagine this has been a very difficult time for my family. My father who is 80 years old not only lost his wife of 57 years, he has also been badly treated by Wells Fargo Advisors. He and mom had a joint account with survivorship. Upon informing them that mom passed away they immediately closed/ froze his account. He has not had access to his account since August 6, 2019.

Took over three weeks to get set up and I traded. Then they came back and rejected the trust certification firm after the fact. I can’t trade right now. Commissions are very high. Web access is very poor. They never call back or help correct or fill forms like Fidelity. I use Fidelity and they are terrific. And cheaper.

I opened up an account through a link on hustlermoneyblog.com on 3/22/2019, which was approved by Wells Fargo Legal Department. I read the term and conditions several times in detail. There was a link on the website that links directly to the offer. The Wells Fargo Legal Department approved the hustlermoneyblog.com writing for the offer. I also simultaneously called the Wells Fargo Customer Service several times and spoke to several representatives, and I explained what the terms and conditions were on that page. After filling in the application via the link approved by Wells Fargo Legal department, I waited four months until I well exceeded the requirement approved by Wells Fargo Legal Department and that were detailed on hustlermoneyblog.com.

I am taking care of my 95 year old father who has Alzheimer's and cannot take care of his own affairs. I have been taking money out of his account since 2017 to pay his caregivers for round-the-clock care. We recently moved and bought a house for us to all live together. That was the beginning of our problems. We paid for the house with my father's money that was invested in Wells Fargo. We almost did not get the house because it had to be approved by about 10 different departments and the wire transfer didn't even get looked at by anyone in Wells Fargo until 4:00 pm the day before closing. I had given the wiring instructions to the broker about a week before the closing date. After several stressful hours fortunately it went through.

Mom & I had a Wells Fargo account that we didn't pay any fees. Mom died and I wanted to add my brother to the account. They said I would have to fill out new forms. Not once did the person on the line say he was changing our account to a fee based "Financial Advisor" account. I am now being charged $305. If I don't pay it they will simply sell some of my investment to cover the fee. This I believe is highly unethical. I will be placing a complaint with the SEC.

My employer gave me a small stock award and designated Wells Fargo as the investment banker for about 40 shares of company stock. Since it only amounted to about $350.00 I let the stock just stay put-did not pay much attention to the account. So after many of no fees years, Wells Fargo started charging 150.00 fee a year and now my account is negative -$61.00. They should have called me in person or sent a E-mail highlighted. What are we paying the fees for anyway. TD Ameritrade does not charge a penny for fees other than trade commissions. What is Wells Fargo doing with all these fee charges. I honestly feel scammed.

I transferred money from a 401K when I left a job to Wells Fargo in early 2000. We are now in 2019. While the money has not grown much, I considered it a safe place to keep the money. I couldn't have been more wrong!! In Dec 2018, I closed the account. Of course I had to pay all their fees, which amounted to almost $600 on my small $2300 investment, but that was fine. They sent 2 checks to my personal checking account in Jan 2019 amounting to about $1500. Then in May 2019 they WITHDREW another $455 from my checking account.

In late May 2019, I closed my account at Wells Fargo Advisors and transferred all of my mutual funds to another large mutual fund company. Imagine my surprise when I received a bill for a termination fee of $125.00. It was so nice of them to give me a going away present like that. It just confirmed my suspicions that their ethics and greed problems that they have had in the last 5 or 6 years has not changed or gone away. This really confirmed that my decision to move my mutual fund account elsewhere was the right move. If they ever wanted to make sure I will never do business with them or any of their subsidiaries again, they found a way. Any new investors considering Wells Fargo Advisors or any of their subsidiaries should read up on the various ethics problems and multi-million dollars fines the government have imposed on them because of these problems. New investors would do well to consider almost any other investment company.

There are too many manual process. I want my money back. I reached out customer service and they are trying to close it for last six month. Every time some excuse about some supervisor not available to close it. It's like foreclosing my own money with Wells Fargo.

I invested $51K with Advisors in 2013, today it is worth just under $57K. This guy is a horrible excuse for an investor. I would have been better off leaving that money somewhere at 1.5%. If you are thinking of using WFAdvisors, don't.

I could not be less satisfied with my overall Wells Fargo experience. Their brokerage services were no different. From poor customer service, to hidden fees, they really set the bar low. Oh, and I forgot minimal trade options and poor user interface. As I was closing my account, I made a trade to offload a few penny stocks that yielded no money due to hidden fees! They are the absolute worst, as is their standard banking service. Please leave them immediately and punish them for their predatory ways!

I open my account last year in 2018. I get letter in the mail today saying that it was holding on my brokerage account. When I check my account it said the money was deposit into the brokerage account on January 18 2019 then I get the letter said that it was confirmed fraud on 1/29/2019 when the money was already deposited in the brokerage account. Wells Fargo is charged people with unnecessary charges on their account without their consent. It seems to me that Wells Fargo needs to go out of business because they have too many scandals and scams. They need to be investigated by BBT consumer services.

Just recently I was to dissolve my account, they have charged me so many hidden charges and I am not able to get my money out. When I call customer service, they say to keep the account open until dispute is resolved. However my credit of $186.00 is held back by regional manager. I have spoken to Louis **, Left numerous messages to Daniel ** with absolutely no resolution. DO NOT ever put your money with these idiots. I am filing a complaint with BBB to get my refund.

I do not know whether I will end up with a re-fi mortgage from your organization at this point in time, but I do know that I received the best customer service from Thomas ** than anyone that I’ve ever spoken at a bank or credit union. While answering the phone, without being prompted he stated his name and License Number. **. I do hope everyone checks to see if their loan officer is licensed. MANY ARE NOT! I am 67 years old and I have been in leadership positions all my life and I have high expectations of the ethics and knowledge from those with whom I speak.

I have had an IRA with Wells Fargo for 7-8 yrs now. I started with 700K & now down to 100K, and that's with "low to moderate" risk. I can't see where Oil & Gas was low risk, but my broker invested 100% in O&G. Lost every penny of stock. Now I'm left with a tiny annuity. I take a withdrawal every month. When I turned 59 1/2, I decreased my withdrawal. They have given me the incorrect $ for 2 months in a row now & this month there was NO withdrawal made (there IS $). It's like they are raping my money. I can not get anyone to call me back. I'm going to have to drive 30 mi to speak to someone in person. Not to mention, I have had a new broker every 3 months for the past 4 yrs. Just poor (actually NO) customer service. I do have an appoint next week in search of a new broker.

Had 3 months of runaround when trying to move our Brighthouse Variable Annuity over to Fidelity. I had to coordinate all the activity between Brighthouse Financial and WFA. Always one more form...Yada yada. No, we no longer had our own Good thing that we did it while I’m alive because I wouldn’t want my widow to go thru that alone.

Started the process to change the trustee. It should have been a very simple thing to do we completed the forms, then completed the forms again, then did one more form. Finally was told it would be taken care of by today. But oh no they keyed in something wrong so now it is going to be another 7 to 10 days because they have a backlog. The biggest kicker to the whole situation is they do not communicate with you at all. If I had not taken the initiative to see that each little thing was done I would be at step one a month later. Horrible customer service. They are either way too short handed to get the work done or incompetent.

I have been in communication with the retirement department for the past 3-4 weeks. I switched jobs, moved to a different state and I am trying to rollover my 401K but Wells Fargo is holding my check. First they told me 10 business days, claims it was sent to my old mailing address - even though I have a mail forwarding service set up, I never received a check. Despite the fact that I changed my mailing address, they still sent it to my old address. Now, they still won't send me the check to the new mailing address - claims there is another "10 business days hold". They had already charged me a fee for withdrawing my funds and I still haven't gotten my check after 25 days. Terrible company.

For many years our family trust has had an excellent relationship with Wells Fargo Bank where most of our transactions (Checking, Savings, Home equity line of credit, and mortgage) are handled online. We thought we would receive the same kind of excellent service from Wells Fargo Investment Advisors but we were wrong, wrong, wrong!

My current Employer went with this company as the Administrator for our EMPLOYER 401K RETIREMENT PLAN. BIG BIG mistake! While I don't have much saying in the matter, I do! when it comes to sharing my horrible consumer experience with the public as a fair warning! I recently decided to take a loan against my 401K and this is what happened next; Wells Fargo charged my account a $40 loan origination fee, then a $10 quarterly loan administration fee, then a $20 mailing fee; Wells Fargo claims that my credit union does not participate to some bogus security service and that is why they had to mail me a PAPER CHECK!

I had got a new job, and decided to roll over 401K from previous company into rollover IRA. Requested Wells Fargo to send me the check so that I could deposit it to the new account. After 10 business days (2 weeks), the check never shown up to my mailbox. Called Wells Fargo, and the company claimed that the check is issued and mailed (of course, the check amount is deducted already). When I requested the evidence or tracking number, they would not have it because it was mailed with standard service (for $200K+ check!!!).

We've been clients for well over a decade. Our long-time advisor passed away. He had taken considerable effort to be sure he transferred his clients to the 'right' person. After over a year, we are pleased with our new advisor as well.

I must take a mandatory IRA distribution every year. Wells Fargo no longer permits an online transfer, so must telephone the bank after raising cash in the IRA. The first person I spoke to wanted me to fill out forms, etc., so I called another department which was unhelpful, too. Finally reached someone at Wells Fargo Advisors who was able to make the transfer on the phone without a hassle, but it took 45 minutes for me to do what should have taken 5 minutes. I would NOT recommend Wells Fargo because the bank's systems are antiquated and customer service is cordial but uneven.

A family member passed away last year and left some money for our minor child. His account was at Wells Fargo. We followed all the instructions provided by Wells Fargo to get the money transferred into an account for the minor that we “HAD” to open at Wells Fargo. It took six months for them to complete the transaction after a lot of back and forth between the various departments we were routed through (following all the instructions they provided). Doesn't seem the departments communicate with each other. Everything was held up in their "back office" with one excuse after another and asking us for different forms they never told us about or sent. And, we would never have found out about the forms or resolve the issue if we didn’t continue to contact Wells Fargo.

If you are thinking about opening an account with Wells Fargo Advisor, you will definitely regret it. My experience with Wells Fargo Advisor has been HORRIBLE. Each time when you transfer money to the account, you will need to wait 2 business days to clear. If you sell your stocks, you will need to wait for 2 business days for it to clear. Everything takes two business days, and most issues do not get resolved after 2 business days. You will need to contact them over and over again to ensure your money is available after 2 business days. Oh, not to mention, your accounts gets restricted without getting any notice. This only happens when you try to sell your stocks.

I have had brokerage accounts with other institutions and was unhappy with the lack of attention, investment strategy and making trades just to generate fees. Wells Fargo Advisors has been my financial consultant for many years, and I couldn't be more satisfied. Personal attention, appropriate investments, and a growing portfolio.

We transferred our investments to Wells Fargo in Portsmouth NH to follow our investment Advisor. Our experience over the last two years has been miserable start to finish. It took a full year for our advisor to complete all transfers, and 2 were never moved. Most of the data entered by his new assistant was inaccurate, beneficiaries changed, birth dates wrong, email address wrong, essential information inaccurate. Accountant changes were made that I was not informed about. Advisory fees deducted from my accounts and mysteriously returned at a later date. Higher fees charged than was our agreement. My advisor stopped scheduling regular meetings and scheduled meetings only when called or pressed to do so. He was so delighted to have an assistant he stopped doing anything himself. We have moved all of our accounts back to our original firm with a new advisor there. Stay away from Wells Fargo.

First off let me say I have nothing against my Financial adviser that I had at Wells Fargo, she was a nice person and had a good heart. Anyway, I opened both a ROTH and a regular investment account in April 2013. After exactly 5 years, my account balance had grown to $100k+, but most of it was just my input, because the total average return after 5 full years on the Investment account was 1.14% and 3.67% on the ROTH. She put me into 4 different mutual funds with supposedly good track records and a good reputation. Also, I didn't realize it at first, but they were charging me $100/year fee for the ROTH, then in 2015 it went to $125, then I realized that last year it went to $150.

They are informative, helpful, knowledgeable and give current information to the customers. I have not as yet been left without the most current and needed information about my portfolio.

I made the mistake of transferring several hundred thousand dollars into a WFA account. I grew displeased with my advisor's investment activities that routinely caused my portfolio to lose money while I was being charged a significant quarterly fee. I then directed the advisor to convert my portfolio to cash. He later contacted me several times with other investment options which did not appeal to me. He then asked I meet him at the local Wells Fargo bank for a meeting where he offered a new one-time fee structure and represented my account WOULD HAVE GROWN 10% had I not converted to cash and instead left the portfolio under his direction. I agreed to reinvest in the market relying on his statement of 10% growth during the time my portfolio had been dormant.

5 months and 18 calls later, it may have finally, come to a conclusion. Wells Fargo had my DOB and SS# incorrect and the hoops I jumped through due to their error, 2 hours at SS office, 1 hour plus at bank, 10 notaries, 8 faxes and the 30 hours of phone calls. If you want advisors who actually know their job when calling Wells Fargo Client Solutions, speak to Nicole, Mark, Shayla, or Tory.

I opened a Roth IRA at Wells Fargo and was prompted, upon completion, to fax in paperwork to transfer my assets from my non-WF IRA into my new WF IRA. I did so. Several hours later, after allowing me to open an account and begin the funding process, Wells Fargo made a "business decision" to close my new IRA, giving me no notice at all. However, my assets had not yet been approved by WF for deposit. Despite closing my account, WF decided to approve the transaction, taking my funds and thereby triggering my non-WF account to automatically close. I spoke to WF and was informed it will take 7-10 business days and my money will be mailed to my home address. Sooo...money is out of the market for now over 2 weeks and I will be paying taxes on a withdrawal I never asked for...

My son is a veteran and served his country 8.5 years. This company was in charge of his trust fund. They did not do him right. The most horrible inefficient customer service ever. The Department heads are hard to reach and do not return your phone calls until way after the fact. My perception is they do not care. ** does not do his job. He played God with my son's trust funds. Do not give these people your money!! They will mess things up!!

My parents are refugees who came to this country 37 years ago with empty pockets and a dream. After years of hard work, they managed to save some money. Regretfully, they chose to invest with Robert ** of Wells Fargo Advisors. They made it crystal clear to Mr. ** that they need their investments to be liquid. That if they needed their money tomorrow it would be available to them. My father was already 71 years of age and so it only made sense to have their investments liquid.

I have banked with Wachovia (now Wells Fargo) for over 30 years. Hence, when I decided to transfer funds from an investment firm to this bank, I thought I was in good hands. However, this has been the worst move I have ever made. The "Envision" plan can only be used if the bank is paid 1% of your assets. Why do they not say this from the beginning? Customer service is poor or non-existent. Vice Presidents or higher ranks do not return telephone calls. Communication is handled by email if at all. Stay very far away. It will take work but I plan to take all my accounts out of this bank and never look back.

I recently relocated from CA back to PA to take care of my 92 year old mother. Upon opening a checking and savings account at Wells Fargo in Lehighton PA, it was suggested I speak with the bank's financial adviser/broker who could discuss beneficial investments since interest rates for savings accounts are so deplorable. I agreed but having only one year investment experience with a very small investment years ago, I let the WF adviser take control of my savings at his request and put into securities investments.

For 5 months I have been attempting to transfer an inherited IRA from Wells Fargo to Fidelity. On at least 6 occasions, WFA indicated all paperwork had been completed. On each transfer attempt, Fidelity is advised that something else is required. Having other Wells Fargo accounts I requested a local WF bank representative to assist on the last couple of attempts. Now he is so frustrated, he is not returning my calls. Cannot find another way to contact WF management, and not sure anything less than a court order will get their attention or my money.

Trying to cash out bonds my grandparents bought for me when I was younger now for college and their customer service is a DISASTER. I have been on the phone with them every night since last week and they still have not been able to send me the correct paperwork to even verify that I own the account. I have been sent 3 different forms, all of which coincidentally get "lost" or "misfiled". This company is the biggest joke in financial servicing I have ever seen. I had my financial advisor call them to see if he could make heads or tails of what they needed and he sent the forms over himself. Still no difference.

For many years, my wife and I had our investment portfolio managed by Senior VP Michael ** at Wells Fargo Advisors in Laguna Beach, CA. We left that company because of his dishonest and insensitive actions, ultimately resulting in lies and investment fraud. Mr. ** managed all purchases and sales of stocks and other financial products in our portfolio. However, regarding on stock that was our personal choice... because we knew owners of the company... ** sold that stock without our knowledge or permission. The stock continued to rise and we suffered financial loss as a result.

Wells Fargo currently manages one of my investments and I requested to switch it over to our main financial manager. We started the paperwork in July 2016 and now again I received more paperwork to update my account??!? I want to advise people to NOT invest with Wells Fargo. One of the reasons I want to move my investments is their fees are high and hidden. And now I know that it's very difficult to get them to release my investments.

Years ago Wells Fargo swindled me of approximately $10,000.00 my parents left me in stocks held at their bank. When I received the stocks I asked the bank if there was any charges for them holding the stocks. They indicated there was no charge. As I was working out of the country at the time I did not pay attention. They started to sell my shares in order to pay themselves a newly established fee and I lost all my monies.

These people are incompetent criminals. I have been working for months to get my stock transferred out of their greedy hands. They always find more paperwork to fill out. At the very bottom of their SNAPSHOT it states right out they are non-bank affiliates of Wells Fargo & company. So we were duped into thinking it was safe. Where are the young lawyers?

Extremely disappointed in the way these guys recently handled a transactions between my accounts. It took three weeks to have money transferred from one account to another and I had to go thru 5 different Advisors. When the transaction was finally settled and sent to my account it was for the wrong amount... Go figure. It's obvious these guys don't know how to communicate effectively with each other or with their customers. I asked to speak with a supervisor regarding the situation but apparently I was not allowed to and no explanation was given as to why just that it was their policy. Imagine that!

Wells Fargo's customer service is one of the poorest examples I've come across. They are dismissive and from my experience, do not prioritize building relationships with their customers. If a problem arises that is their fault, they do not take responsibility. I've been a customer with Wells Fargo for over 10 years and all I can say is that I've learned that it's best to stay far away from this company. Their quality control has gone downhill and I will not work with them ever again.

I have been trying close an account that was in my mother's name, she changed me to be the beneficiary back in Feb 2012 and it seems that they only received 7 of the 9 pages and after years of refaxing all of the info they say they have no record of it. I have sent them more information than what the insurance companies ask for and it's all for nothing. Since it's a small account the local Wells Fargo Advisor will not talk to me at all. They say "call corporate". I filed a Corporate complaint in mid July. On August 15th I received a letter saying they were working on it, well I called on Sept 1st to see what's going on. I was told they have not looked into it yet? Where is the Customer Service here, trust me I will spread the word to stay away from these people.

My biggest advice is do not get involved in the investment department at Wells Fargo. I am currently trying to roll one Coverdell into another (should be easy enough) but no. I have now talked to 3 different people on the phone, all who tell you that you need different forms in order to do this. Today's story is that the fax sent/received on 8/17/16 had an issue so that when it came through to their fax that it came through and split in two. Part of this went to one department and part went to another. They had contact information for me, but I was NEVER contacted to let me know there was an issue.

I am just writing to say that I have been very disappointed in the customer service you all provide, and I would never do business with you or suggest that anyone else do the same. This is regarding the account of my late father. In the course of dealing with taking over as successor trustee to his living trust and dealing with his estate, I have had to deal with several financial institutions and government agencies, and dealing with you all was the most frustrating and difficult experience of all.

BEWARE! If you ever intend to get your money out or your loved ones need to settle after death, you are creating a nightmare for your loved ones! Six months -- many, many hours later Wells Fargo Advisors has decided they will "look into" trying to get an estate settled FINALLY. They keep "finding" new paperwork. Average wait time to call to ask a question 25-35 minutes. Does anyone ever return phone calls? NO. Is the same person ever available to follow through or follow up with? NO. Every time you call, you start over trying to get assistance! Then they ask me if I would like to open an account! NO. NEVER.

On December 18, 2015, I suffered major home damage and needed more cash in my banking account for repairs. I called to liquidate funds and was told my money would be in my bank account shortly after Christmas. Five different representatives and five weeks later, and the money still isn't there. You can't get anyone knowledgeable on the phone and their online "customer service" and email options are always experiencing temporary errors. What they are doing to people is criminal. I cannot express how horrible this past month has been.

Terrible customer service. Was given wrong information from 5 of Wells Fargo advisors. They tried to deduct 10% of proceeds from IRA distribution for federal taxes. I have had this account for over 10 years. I filled out proper paper wok when I opened this account. They are ignorant of the tax laws. They will not let you speak to supervisors or executive offices. They want $95.00 from each account to transfer my three accounts to a reputable broker. That's their way of thanking you for over ten years of loyal service. RUN, DON'T WALK AWAY FROM WELLS FARGO.

I do not feel that the service I was paying for was provided. I was under the impression that I was receiving a personalized service for the fee that was being charged to my account and I do not feel I received that.

Was foolishly talked into investing with Wells Fargo because I had banked with them for many years. I made it known upfront that I didn't know what I was doing and wanted someone to handle this for me so I would not ever need to return to work. Was shown all kind of graphics of "F-squared and Good Harbour." Was told how they were up 30% and when others lost money they were still strong. I made many calls to Diego ** (he NEVER called me). I was always told I was rushing things - I should just wait. I guess I was to wait to lose it all. I got out after a year and 40,000.00 lost on 350,000.00 investment. He is in Concord NC office scamming people still!!! Beware please!!!