Wells Fargo Advisors

Chris E 

on BBB

4 years ago

My father passed away 3 years ago with a brokerage account. In the initial conversations, Wells denied that this account existed and insisted that my family had received all of his funds. Once I was able to provide an account number forwarded from a letter sent to his previous address, the conversation moved on. Since that time, the company has consistently manufactured new requirements, beyond those assigned, in order to delay processing of this account and distributing those funds to my family... with 2 accounts now remain... read more

GARY K 

on BBB

4 years ago

These ****** actually tried to frame me for sexually motivated crimes. They found out they were wrong now their trying to cover it up. They call me up and say anything they want. I prove them wrong and its all boo hoo on their part. This bank is as bad as they say,***************** 

Kelli B. 

on BBB

4 years ago

A string of mistakesafter the first one, the advisor apologized, yet continued to make them and assure me my issue would be resolved. Day after day, it was not. Im in the process of removing my money from this institution. Ive lost all confidence that competent people are employed there. 

Dwight S 

on BBB

4 years ago

I was with WF wealth advisors for several years. Im retired and they handled my brokerage accounts. Out of the blue they terminated their advisory services, leaving all the investments they set up in limbo. I had just met with my advisor a few weeks ago. I wrote to the advisor to find out what was going on and he had nothing to offer about why I was terminated, and what to do going forward. Ive been disappointed with all the bad press coming out about WF. So I guess it isnt all that bad that Im forced to go elsewhere. 

Rony S 

on BBB

4 years ago

worst customer service in wholw wide world , please take my advise and do not open account in this bank. 

George D 

on BBB

4 years ago

I had a terrible experience dealing with this bank. I called five times to do an IRA transfer and talked to different people every time. All answered my questions with questions, I had to send forms on several calls causing delays to the transfer. They should have told me all the forms that they need on the first call, they didn't. It was a nightmare! 1 form was never heard of from my recipient bank. Then, I received a 30 day notice, in the mail, to finish sending forms to complete the transfer or their will be additional ch... read more

Sandra V 

on BBB

4 years ago

Wells Fargo Advisors: If you ever plan on moving your money elsewhere be prepared that they will get nasty, ask you personal questions, be slow to respond. My ****r was done incorrectly which has taken me over a month of emails, phone calls and begging to get an answer a few days before filing taxes ( that I have to pay for) and I will have to file an additional form because they cant complete the change on their end (their error) u til May 5th.Incompetent, unprofessional, and they wonder why people are leaving Wells Fargo t... read more

Kathleen C 

on BBB

4 years ago

Terrible customer service. I have been in the legal profession for over 43 years. I was appointed as Personal Representative of an estate. The decedent had securities in an investment account with Wells Fargo Advisors. For almost a year, I have been trying to get those funds transferred to the estate checking account. I have submitted countless documents, numerous times, to no avail. Wells Fargo has refused to release the funds for one reason or another even though they have been provided with all relevant legal documents. I... read more

Dustin O 

on BBB

4 years ago

Father passed and had investment account set up in a trust. They have taken so far 4 months to process this transfer. When they have an issue with paperwork they take 20 business days to review an act on new documents. Right now it has been 30 days with no resolution. Do not invest your money here. I have requested to speak to a supervisor 7 times with no call back. Unbelievable terrible customer service.