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  • About Wells Fargo Clearing Services
  • Alternative Trading Systems Notice to IRA and ERISA Accounts
  • Business Continuity Planning (PDF)
  • Callable Securities Disclosure
  • Cash Sweep Program
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  • Disclosure of Order Routing Information
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  • Limit Up - Limit Down Disclosure
  • Margin Disclosure Statement
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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
  • California Consumer Privacy Act (CCPA) Notice
  • Digital Privacy and Cookies Policy
  • Privacy Notice
  • Notice of Data Collection
  • Online Technical Requirements
  • Online Access Agreement
  • Transfer Funds Service Terms and Conditions (PDF)

Tax Center

  • 2022 Tax Information Guide (PDF)
  • Understanding Your 2022 1099 Tax Statement (PDF)
  • 2022 REMIC Information (PDF)
  • 2022 WHFIT Information (PDF)
  • About Your Amended Tax Package (PDF)
  • Cost Basis Reporting Regulations
  • IRS Cost Basis Reporting Frequently Asked Questions

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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.