Wells Fargo Advisors

Ido M 

on BBB

3 years ago

My wife and I opened up three Wells Fargo Advisors accounts: one under each of our names, and one joint. The service we received was terrible, over a number of months. Wrong information was given by their agents. Paperwork was improperly processed, causing unnecessary repeat trips to branches to rectify the issue and avoid frozen access to our assets. Mistakes were made by branch agents, pulling money from the wrong accounts during a transfer. All this unacceptable service and serious incompetence ultimately led us to close ... read more

Dale S 

on BBB

3 years ago

I’ve been with Wells Fargo for a long time, 6 years ago, they persuaded me (without revealing the full information) to get into a 5 year commit investment, they did not tell me at the time that we would required to get tax extensions every year (had we been to.d, would NOT have invested) Then at the 5 year commitment period, they tell me I cannot get out of the investment (hostage situation) for 4-6 more years, we were deceived and not told ALL INFORMATION about the absolute loser of an investment of 200K, had we known we wo... read more

Riley L 

on BBB

3 years ago

Terrible communication. Unprofessional employees. Absurd wait times. Do not invest. 

PhilE1210 

on BBB

3 years ago

I will NEVER invest with Wells Fargo Clearing Services again! I started a 6 month CD in May 2020 with hopes of getting some of my money out and reinvest the rest in Nov 2020. It’s now the end of May 2021 and I still can’t get my money back. The latest story I received was that Wells Fargo Clearing Services tried to put my money into my checking account at Wells Fargo but it was rejected because they couldn’t find my account. I can’t get anyone except the answering service on the phone. I was told to contact Suzan ******** (t... read more

TRAVIS D 

on BBB

3 years ago

My mother passed away in January 2021. In mid-February I contacted Wells Fargo Advisors to move her IRA to my financial institution. It took over a week for them to respond. We started the process and paperwork; I got them everything they needed. When I followed up with them, they said they didn't have one of the documents. I directed them to their own encrypted mail system to show them where I had emailed it to them...and they had confirmed receipt. The rep with whom I worked finally submitted paperwork to Estate Processing... read more

James G 

on BBB

4 years ago

Wells Fargo brokerage has made it difficult to transfer funds from your brokerage account to another institution. Every time I have tried, there is some computer glich that their "representatives" can never fix. The system always has some sort of problem when I try to transfer. I'm sure if I was transferring to another Wells Fargo account, there would be NO Problem. 

Bryan D 

on BBB

4 years ago

Very poor customer service! They give you the run around and their customer service reps are rude and argumentative, very unprofessional. I paid off my auto loan just to cut any ties with them. 

Daniel S 

on BBB

6 years ago

I have had my funds invested with Wells Fargo for the past few years and was a member of the Private Bank. I was treated very well while I was in the Private Bank, but it's been a crash landing to try to leave. In November of 2018 I decided to move my funds to Personal Capital to save 0.4% on the monthly investment fees (was 1.2% but will be 0.8% at Personal Capital). The transfer of my funds has been handled VERY poorly by Wells Fargo. I am still waiting for the last $450K of my funds to transfer and it is now February, 201... read more

danny o 

on BBB

6 years ago

Wells Fargo Advisors Solutions account for minors will not let my grand daughter close the account after she reached the age of 21. They claimed she had to have a guardian sign for her. The guardian on record pass away 6 years ago. The law states she does not need a guardian. After double talk and several calls no results after 2 years.