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Wells Fargo Managed Account Services
Special Mid-Cap Value Equity Portfolio
James Things, CFA, CPA; Bryant VanCronkhite, CFA, CPA; Robert Griffin, CFA; Oleg
Machine; Portfolio Managers
Fourth Quarter
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How to fill out wells fargo managed account
How to fill out wells fargo managed account
01
Login to your Wells Fargo online banking account.
02
On the main page, go to 'Account Summary' and click on the 'Investments' tab.
03
Under 'Investments', select 'Managed Accounts'.
04
Click on the 'Open a Managed Account' button.
05
Fill out the required personal information, such as name, address, and social security number.
06
Choose the type of managed account you want to open, such as Individual or Joint account.
07
Provide additional information about your investment goals, risk tolerance, and investment experience.
08
Review the terms and conditions, and if you agree, click on the checkbox to accept.
09
Click on the 'Submit' button to complete the application process.
10
Once your application is reviewed and approved, you will receive further instructions on how to fund your managed account.
Who needs wells fargo managed account?
01
Anyone who wants a professional financial advisor to manage their investments can benefit from a Wells Fargo managed account.
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This service is suitable for individuals who may not have the time, knowledge, or expertise to actively manage their investments on their own.
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It is also beneficial for those who prefer to have a dedicated financial advisor who can provide personalized investment advice and recommendations.
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Wells Fargo managed accounts are designed to cater to different investment goals, risk tolerances, and financial situations, making it a suitable option for a wide range of investors.
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