Applications and Forms
Open an Account
For Partnerships, Corporations and Other Institutional Investors
For Individuals, Joint Accounts, Uniform Gifts/Transfers to Minors Act (UGMA/UTMA), Guardianship, Estate Investors, Trusts, and Businesses
Establish the authorized signers for corporate accounts.
Complete this form to establish trading authorization for a Licensed or Registered Wells Fargo Banker to act on your Wells Fargo Advantage Funds® Institutional account.
Establish or remove individuals with limited trading authority for corporate accounts.
Wells Fargo CEO Portal
Online Account Access
Use this generic form to attach your own instructions.
Reregister all or a portion of your account as a trust, partnership, corporation, estate, or other entity.