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.
Click here for Enrollment Guide - Use this guide to assist you in enrolling for Access Online and Online statements.
|
