Wells Fargo Advisors

Edgar F 

on BBB

2 years ago

DONT INVEST HERE!!! This people are a nightmare, i spend more then 1 month going back and forth on the phone, to get them to transfer funds from a Rollover IRA from another investment firm, to a ROTH IRA which they advise me to open. They ended up not being hable to fund the account because they are clueless. After more then a month of dealing with there paperwork and crap online page, it came to the conclusion that they cant fund the IRA account to the ROTH IRA. Ridiculous!! 

Harold L 

on BBB

2 years ago

This is the worst, most disorganized, incompetent, unhelpful outfit I ever had to deal with. I have been trying to close out and transfer a Trust account that was in the name of my deceased mom for 4 months now...4 months! It takes them 10-12 days to get back to you with cryptic ROBOTIC unhelpful messages saying some detail or a form is missing...after being advised again and again that all forms were in order, and even going over the filling out of forms line by line, box by box with one of their customer service agents/exp... read more

Lorie R 

on BBB

2 years ago

If I could give zero stars I would! I updated my information and changed my beneficiaries within the last 2 months on my IRA. I called to it roll over and my account is suddenly "RESTRICTED" meaning I can't get my money unless I fill out a NEW ACCOUNT APPLICATION that is 9 pages and IRA enrollment agreement that is 7 pages? I have had the account 12 years. They said it's because it is an OLD account. And, they charge 125.00 for a "Roll OVER. They are trying to steal my IRA. I should have rolled it over a long time ago, but d... read more

Todd M 

on BBB

2 years ago

Wells Fargo Issues 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. She, who was... read more

Kyler n 

on BBB

2 years ago

I can’t even begin to explain how bad this place is. Nobody should be investing with this company at all. I want to close all of my accounts so bad and walk away from Wells Fargo although for some reason my monies been on hold for days on end and they keep saying that it’s gonna be this day and then this day and then this date. So I am completely done, and if I had the money to go up against a company like that. I would try and sue them. I feel trapped and I feel as if I have zero options. 

Rick C 

on BBB

3 years ago

**** ****** Wells Fargo advisor, was the biggest joke I have ran across. He will take all of the dividends you make. Then when you question him he will insult you. Bad person all around. 

Virginia A 

on BBB

3 years ago

I think Wells Fargo/Auto Finance is a very dishonest bank. I financed a car through this bank back in 2017 with payments of 72 months. My car should have been paid off September 11th 2022. Due to an illness, I had 3 payments put in the "rears" to be paid at the end of this contract. I will pay October's payment this month and then two more as agreed. After going through my credit reports. I found where Wells Fargo/Auto Finance reported to Experian my contract was 82 months. I had called and spoke to Luke Tokatsph in the Fina... read more

Steven F 

on BBB

3 years ago

I am the president of an *********************** (HOA) and our reserve funds (a considerable sum of money) are held in an account with Wells Fargo Advisors. After a Board change we have been trying to access our funds for more than a year. This Bank is unresponsive to our multiple requests to add new board members to the account. We have met with them in person at our local branch. We have provided articles of incorporation, minutes of the board meeting showing new board members elected and provided personal information mult... read more

David B 

on BBB

3 years ago

Impossible to do business with. Move your money to a real bank. I've spent countless hours on hold, being hung up on, and given the run around attempting to remove my deceased wife's name from a joint Wells Fargo Advisors account. Finally got a real person on the phone who is supposed to send paperwork via email. I suspect they will still fail to accomplish the task.