Brokerage automated telephone

system guide
Manage your investments easily with the brokerage automated
voice response system. Get instant access to information.

Using voice commands Here are ‘Quick Tips’ to help you

navigate more easily.
Use voice commands to get information and place trades quickly. Use your own
words to state the reason for your call. No need to remember ticker symbols or If you’d like to: Say:
codes — just say what you need. Return to main menu
“Main menu”
if you’ve lost your way
• Have your Account Number and ATM or Debit Card PIN* (or SSN for
Skip to the next item
limited access) ready before you call. Certain interactions will require you to “Next”
in a list
authenticate such as ‘making a trade,’ ‘requesting your account balance.’
Hear the last
“Repeat”
• Call 1-800-TRADERS (1-800-872-3377), Monday to Friday, 8:00 a.m. to prompt again
12:00 a.m. Eastern Time. Switch to “Switch
another account accounts”
• To assist you to self-service more easily and efficiently, use your own words to
state the reason for your call and/or the information you are looking for. You can press *7 if you want to switch between our
automated voice system and touch-tone system.

Command examples
Here are some ways to describe what you’re calling about using your own words
when our automated phone system asks. These are just examples — our state-of- Touch-tone service
the-art system will recognize most request types when you use your own words:
If you prefer, you can use
• “what’s my balance” • “I need to order checks” touch-tone commands to get
• “check my account activity” • “change my address” quotes, place trades, and more.

• “buy a hundred shares of • “check my positions” If you choose to use our

Company XYZ” touch-tone service, find
• “I need investment advice”
helpful instructions for our
• “I need to make a contribution to • “I need to make an IRA distribution” service on the next page.
my IRA”
• “I want to change my PIN”
• “stock quote on Company XYZ”
• “transfer one hundred dollars from my
checking to my brokerage account”

* You can get a PIN even if you don’t have an ATM or debit card. Just call 1-800-TRADERS
and say “Representative” to request a cardless PIN.

Investment and Insurance Products: • NOT FDIC Insured • NO Bank Guarantee • MAY Lose Value
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Touch-tone system instructions
If you prefer to use the keypad to make your selection, press *7, then press the Converting ticker symbol letters for
corresponding numbers from this chart. touch-tone entry

For: Press > Press > Press Number Number

Letter Letter
entry entry
• Stocks (1)
• Trade (1) A 2, 1 P 7, 1
• Options (2)
• More details (2) B 2, 2 Q 7, 2
• Mutual Funds (3)
Quotes Quotes (1) • Add to watchlist C 2, 3 R 7, 3
• Exchange-traded funds ( 4 )
(3) D 3, 1 S 7, 4
• Indices (5)
• Help (4) E 3, 2 T 8, 1
• Watch list (6)
F 3, 3 U 8, 2
To move through the list:
G 4, 1 V 8, 3
• Next (1) • More details (4)
Account Account H 4, 2 W 9, 1
• Previous (2) • Switch account (7)
balances balances (2) I 4, 3 X 9, 2
• Stop (3) • Main menu (*)
J 5, 1 Y 9, 3
• Repeat (8)
K 5, 2 Z 9, 4
• All positions (1)
• Next (1) L 5, 3 Period
• Stocks (2) 1, 1
• Previous (2) (.)
Positions M 6, 1
Positions • Fixed income (3) Apostrophe
(3, then 1) • Stop (3) N 6, 2 1, 2
• Mutual funds (4) (')
• Trade (4) O 6, 3
• Options (5)
• All transactions (1)
• All of them (1)
• Trades (2)
• Company (2) To enter ticker symbol letters:
Account • Debits & withdrawals ( 3 )
Account
activity • Dollar amount (3)
activity • Transfers & deposits ( 4 ) 1. 
(3, then 2) • Date (4)
• Pending transfers (5)
• Ticker symbol (5)
• Interest & dividends (6) 2. 
• Stocks (1)
• Options (2)
(for options enabled
Trading accounts) 3. 
(for trading A company name or
Trading (4) • Mutual funds (3)
enabled enter a stock symbol
(your call will be transfered
accounts) Example:
to a representative)
To enter WFC, press 91, 33, 23 #
• Exchange-traded funds (4)
• Order status (5)

Transfer Transfer funds The account number you’re transferring from or the
funds (5) type of account — checking or savings Tips if you: Press
• Change PIN (1)
Are in a list and want to Previous (2)
Other Other • Find a branch or ATM (2) go backward, forward, or Next (1) or
services services (6) • Change address (3) or stop Stop (3)
• Tax information (4) Want to switch
between speech and Switch (*7)
Switch the touch-tone
Switch The account number you’re switching to or the type of
accounts
accounts account — checking or savings
(7) Want to repeat an item Repeat (8)

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS), Member SIPC, a registered broker-dealer
and non-bank affiliate of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS.
© 2023 Wells Fargo Clearing Services, LLC. CAR-0123-04416 IHA-7480486
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