Access Online

 

Access to investments, account statements, market information and research is available 24 hours a day, seven days a week through Wells Fargo Advisors' Access Online.1

Whether you have one or multiple accounts, Access Online provides real-time access to:

•  Determine equity, securities market, cash and cash equivalent values on one account
   or
  your entire household with the Account Summary.

•  Review details on Balances for cash, securities market value and the buying power
   associated with your account(s).

•  Get detailed Portfolio information, including Holdings, Realized Gains/Losses, and 
   Annual Income (categorized and sub-totaled by stocks, fixed-income, mutual funds and
   
more) for each account or for your account household, or choose from 20 data
   elements to customize your Portfolio view to what you would like to see.

•  Assess transaction Activity with advanced filtering criteria.

•  Monitor the diversity of Asset Allocation organized by primary asset classes.

•  View comprehensive information on Realized Gains/Losses for the current or previous
   year.

•  Get consolidated real-time market details on balances, asset allocation and holdings
   for one or multiple accounts with a Portfolio Report.

•  Reduce paper clutter and get secure, convenient access to their
   Statements/Confirms/Tax Docs online.

•  View balances, holdings, and transactions in Quicken®, Microsoft® Money or Excel
   through Account Download.

 

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