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Wells Fargo Clearing Services, LLC
  • About Wells Fargo Clearing Services
  • Alternative Trading Systems Notice to IRA and ERISA Accounts
  • Business Continuity Planning (PDF)
  • Callable Securities Disclosure
  • Cash Sweep Program
  • Certificate of Deposit Disclosure Statement (PDF)
  • Disclosure of Order Routing Information
  • Foreign Financial Transaction Fee
  • International Wires and Error Resolution
  • Limit Up - Limit Down Disclosure
  • Margin Disclosure Statement
  • Revenue Agreements
  • Security Statement
  • Statement of Financial Condition
  • Tax Center
  • Digital Privacy and Cookies Policy
  • Privacy Notice
  • Notice of Data Collection
  • Do Not Sell or Share My Personal Information
  • Online Technical Requirements
  • Online Access Agreement
  • Transfer Funds Service Terms and Conditions (PDF)
  • Personalized UMA Roster and Fees (PDF)

Tax Center

  • 2024 Tax Information Guide (PDF)
  • Understanding Your 2024 1099 Tax Statement (PDF)
  • 2024 REMIC Information (PDF)
  • 2024 WHFIT Information (PDF)
  • State Supplemental Tax Information (PDF)
  • Cost Basis Reporting Regulations
  • IRS Cost Basis Reporting Frequently Asked Questions
  • Our Delivery Schedule
January 16, 2025 1099Q Originals
January 21, 2025 1099R Originals
February 3 - 18, 2025 1099 Originals
February 11 - October 15, 2025 TurboTax is available

Wells Fargo Clearing Services, LLC. | Privacy Policy | Notice of Data Collection | Do Not Sell or Share My Personal Information

Contact Us:
Wells Fargo Clearing Services, LLC | One North Jefferson Avenue | St. Louis, MO 63103

If you are an account holder and have questions about an account that is carried by Wells Fargo Clearing Services, LLC, please contact your financial advisor directly.

First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.