Overview

Accessing your brokerage account online means more than just viewing a summary of your account balances. It means being interactive with your investments 24 hours a day, seven days a week, when it is convenient for you.

With Access Online, you will have secure access to tools and features that allow you to do the following:

• View your account balances, holdings, activity, unrealized gain/loss, and more
• Access electronic versions of account statements, trade confirmations, tax documents/1099s, and shareholder communications (proxies and prospectuses)
• Obtain real-time quotes, news, charts, company profiles, ratings, research reports and industry comparisons
• For accounts that have been enabled for online trading, place trades on stocks, options, no-load mutual funds, and money market funds. Contact your Financial Advisor for more information.
• View research from Wells Fargo Securities, S&P, and others
• Utilize helpful tools such as screeners, watchlists, streaming quotes in Portfolio Tracker, calculators, and more
• Download your account information into Quicken^® or Excel^®
• Receive alerts for executed trades, market changes, news and industry
• Access banking features such as online cash transfers, bill pay, and more