Menu
Categories Consumer FAQ Business FAQ
FAQ
Consumer FAQ Business FAQ
For Business Write a review File a complaint
Sign Up
For Business Write a review File a complaint
CB Banks Wells Fargo IRA WF Advisors
Wells Fargo

Wells Fargo review: IRA WF Advisors

R
Author of the review
8:06 pm EDT
Featured review
This review was chosen algorithmically as the most valued customer feedback.

I initially started a process as Personal Representative for my mother’s account with all legal papers recorded and filed with the court. My Mom passed in 2020. It took them over 3 years to complete the transfer and declined my legal documents. They finally decided last year to transfer the remaining funds to my sister. Now my sister has asked for the funds to be transferred to another fiduciary and it’s been well over 2 months (probably more) and the transfer still hasn’t taken place. They told her they had received the documents and that’s it. Isn’t there an insurance commission that looks at the transaction time for a straightforward transfer?

Claimed loss: The amount of loss on the first portion of my complaint was a lot. The money was placed in a cash account and gained little interest during that time. 3 years of interest!

Desired outcome: To get the money transferred as my sister has requested immediately.

Confidential Information Hidden: This section contains confidential information visible to verified Wells Fargo representatives only. If you are affiliated with Wells Fargo, please claim your business to access these details.

More
Send message
Copy link
Report
0 comments
Add a comment

More Wells Fargo reviews & complaints

Wells Fargo - loan refinance 380
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Wells Fargo - late payments / repo 26
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Wells Fargo - loss mitigation department 87
Wells Fargo - beware of this company! 35
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Wells Fargo - wells fargo holds insurance repair checks hostage 75
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Wells Fargo - insurance repair escrow
Wells Fargo - unethical behaviour for mortgage lender 2
Wells Fargo - Check on hold for 12 days!!
Wells Fargo - customer services
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
Wells Fargo - closed credit card acct 2
Resolved
The complaint has been investigated and resolved to the customer’s satisfaction.
View all Wells Fargo reviews and complaints

  1. Wells Fargo Contacts

  2. Wells Fargo phone numbers
    +1 (800) 869-3557
    +1 (800) 869-3557
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 869-3557 phone number 1 1 users reported that they have successfully reached Wells Fargo by calling +1 (800) 869-3557 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 869-3557 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 869-3557 phone number
    100%
    Confidence score
    Customer Service
    +1 (800) 378-0575
    +1 (800) 378-0575
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 378-0575 phone number 1 1 users reported that they have successfully reached Wells Fargo by calling +1 (800) 378-0575 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 378-0575 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 378-0575 phone number
    100%
    Confidence score
    Portfolio by Wells Fargo
    +1 (800) 556-0605
    +1 (800) 556-0605
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 556-0605 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 556-0605 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 556-0605 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 556-0605 phone number
    Express Send Service
    +1 (800) 626-9430
    +1 (800) 626-9430
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 626-9430 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 626-9430 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 626-9430 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 626-9430 phone number
    Foreign Exchange
    +1 (855) 872-2932
    +1 (855) 872-2932
    Click up if you have successfully reached Wells Fargo by calling +1 (855) 872-2932 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (855) 872-2932 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (855) 872-2932 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (855) 872-2932 phone number
    Military Banking
    +1 (800) 642-4720
    +1 (800) 642-4720
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 642-4720 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 642-4720 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 642-4720 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 642-4720 phone number
    Credit Cards Account Management
    +1 (925) 825-7600
    +1 (925) 825-7600
    Click up if you have successfully reached Wells Fargo by calling +1 (925) 825-7600 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (925) 825-7600 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (925) 825-7600 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (925) 825-7600 phone number
    International Collect Calls
    +1 (800) 932-6736
    +1 (800) 932-6736
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 932-6736 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 932-6736 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 932-6736 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 932-6736 phone number
    Apply by Phone or Online
    +1 (800) 967-9521
    +1 (800) 967-9521
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 967-9521 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 967-9521 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 967-9521 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 967-9521 phone number
    Application Status for Visa Credit Cards
    +1 (877) 514-3717
    +1 (877) 514-3717
    Click up if you have successfully reached Wells Fargo by calling +1 (877) 514-3717 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (877) 514-3717 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (877) 514-3717 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (877) 514-3717 phone number
    Application Status for Propel American Express Cards
    +1 (877) 517-1358
    +1 (877) 517-1358
    Click up if you have successfully reached Wells Fargo by calling +1 (877) 517-1358 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (877) 517-1358 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (877) 517-1358 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (877) 517-1358 phone number
    Redeem Rewards
    +1 (800) 869-3557
    +1 (800) 869-3557
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 869-3557 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 869-3557 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 869-3557 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 869-3557 phone number
    Debit Cards
    +1 (800) 357-6675
    +1 (800) 357-6675
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 357-6675 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 357-6675 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 357-6675 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 357-6675 phone number
    Home Mortgage Account Management
    +1 (877) 937-9357
    +1 (877) 937-9357
    Click up if you have successfully reached Wells Fargo by calling +1 (877) 937-9357 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (877) 937-9357 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (877) 937-9357 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (877) 937-9357 phone number
    Home Buying and Refinancing
    +1 (866) 936-7272
    +1 (866) 936-7272
    Click up if you have successfully reached Wells Fargo by calling +1 (866) 936-7272 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (866) 936-7272 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (866) 936-7272 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (866) 936-7272 phone number
    Mortgage Military Customer Service
    +1 (866) 820-9199
    +1 (866) 820-9199
    Click up if you have successfully reached Wells Fargo by calling +1 (866) 820-9199 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (866) 820-9199 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (866) 820-9199 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (866) 820-9199 phone number
    Home Equity Account Management
    +1 (800) 289-8004
    +1 (800) 289-8004
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 289-8004 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 289-8004 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 289-8004 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 289-8004 phone number
    Auto Loans
    +1 (877) 700-9345
    +1 (877) 700-9345
    Click up if you have successfully reached Wells Fargo by calling +1 (877) 700-9345 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (877) 700-9345 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (877) 700-9345 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (877) 700-9345 phone number
    Auto Finance
    +1 (800) 378-5526
    +1 (800) 378-5526
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 378-5526 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 378-5526 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 378-5526 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 378-5526 phone number
    Student Loans
    +1 (877) 315-7723
    +1 (877) 315-7723
    Click up if you have successfully reached Wells Fargo by calling +1 (877) 315-7723 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (877) 315-7723 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (877) 315-7723 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (877) 315-7723 phone number
    Student Loan Consolidations
    +1 (877) 269-6056
    +1 (877) 269-6056
    Click up if you have successfully reached Wells Fargo by calling +1 (877) 269-6056 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (877) 269-6056 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (877) 269-6056 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (877) 269-6056 phone number
    Personal Loans and Lines of Credit
    +1 (800) 946-2626
    +1 (800) 946-2626
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 946-2626 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 946-2626 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 946-2626 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 946-2626 phone number
    Personal Lines of Credit
    +1 (800) 728-3123
    +1 (800) 728-3123
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 728-3123 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 728-3123 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 728-3123 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 728-3123 phone number
    401(k) Retirement Plans
    +1 (800) 222-8222
    +1 (800) 222-8222
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 222-8222 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 222-8222 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 222-8222 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 222-8222 phone number
    Individual Investors
    +1 (888) 877-9275
    +1 (888) 877-9275
    Click up if you have successfully reached Wells Fargo by calling +1 (888) 877-9275 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (888) 877-9275 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (888) 877-9275 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (888) 877-9275 phone number
    Investment Professionals
    +1 (866) 765-0778
    +1 (866) 765-0778
    Click up if you have successfully reached Wells Fargo by calling +1 (866) 765-0778 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (866) 765-0778 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (866) 765-0778 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (866) 765-0778 phone number
    Institutional Sales Professionals
    +1 (866) 281-7436
    +1 (866) 281-7436
    Click up if you have successfully reached Wells Fargo by calling +1 (866) 281-7436 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (866) 281-7436 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (866) 281-7436 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (866) 281-7436 phone number
    Current IRA Customers
    +1 (866) 243-0931
    +1 (866) 243-0931
    Click up if you have successfully reached Wells Fargo by calling +1 (866) 243-0931 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (866) 243-0931 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (866) 243-0931 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (866) 243-0931 phone number
    New Brokerage Customers
    +1 (800) 872-3377
    +1 (800) 872-3377
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 872-3377 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 872-3377 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 872-3377 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 872-3377 phone number
    WellsTrade Online Brokerage
    +1 (877) 493-4727
    +1 (877) 493-4727
    Click up if you have successfully reached Wells Fargo by calling +1 (877) 493-4727 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (877) 493-4727 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (877) 493-4727 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (877) 493-4727 phone number
    New IRAs and Rollovers
    +1 (800) 352-3705
    +1 (800) 352-3705
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 352-3705 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 352-3705 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 352-3705 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 352-3705 phone number
    Trust and Managed Investments
    +1 (888) 715-0380
    +1 (888) 715-0380
    Click up if you have successfully reached Wells Fargo by calling +1 (888) 715-0380 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (888) 715-0380 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (888) 715-0380 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (888) 715-0380 phone number
    Wells Fargo Private Bank
    +1 (800) 956-4442
    +1 (800) 956-4442
    Click up if you have successfully reached Wells Fargo by calling +1 (800) 956-4442 phone number 0 0 users reported that they have successfully reached Wells Fargo by calling +1 (800) 956-4442 phone number Click down if you have unsuccessfully reached Wells Fargo by calling +1 (800) 956-4442 phone number 0 0 users reported that they have UNsuccessfully reached Wells Fargo by calling +1 (800) 956-4442 phone number
    Wells Fargo Online
    More phone numbers
  3. Wells Fargo emails
  4. Wells Fargo address
    420 Montgomery Street, San Francisco, North Carolina, 94104, United States
  5. Wells Fargo social media
  6. Michael
    Checked and verified by Michael This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more
    Dec 25, 2024
  7. View all Wells Fargo contacts
Wells Fargo Category
Wells Fargo is ranked 3 among 414 companies in the Banks category
#01 Bank of America Bank of America #02 HDFC Bank HDFC Bank #03 Wells Fargo Wells Fargo #04 Charles Schwab & Co. Charles Schwab & Co. #05 FISGlobal.com / Certegy FISGlobal.com / Certegy

Most discussed Wells Fargo complaints

what the hell?!
4
(opinions to this review)
Wells Fargo Alternatives
NationWide Building Society 1 review Enhanced Payment Systems 1 review Vantage Credit Union 1 review Wells Fargo Mobile 18 reviews Bank of America Mobile Banking 19 reviews