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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
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
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)
Proxy Voting Policies, Procedures, and Guidelines (PDF)

Tax Center

2025 Tax Essentials: A Guide to Understanding Your 1099 Statement and More (PDF)
2025 REMIC Information (PDF)
2025 WHFIT Information (PDF)
State Supplemental Tax Information (PDF)
Cost Basis Reporting Regulations
IRS Cost Basis Reporting Frequently Asked Questions
Our Postmarked Delivery Dates

January 15, 2026	1099Q Originals
January 20, 2026	1099R Originals
February 2 - 17, 2026	1099 Originals
February 1 - October 15, 2026	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.