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Click on the below to fill and download the relevant paperwork. If you have any questions, please contact your wholesaler or call 800-772-5810.
Wells Fargo Advisor Partners:
For advisors opening account custodied at Pershing Advisor Solutions:
New Client Packets:
WBI Client Disclosure Packet (to be given to the client upon solicitation)
Corporate Account Packet (Solo Officer)
SEP IRA Account Packet (need Form 5305 also)
Existing Client New Account Packets:
Existing client forms can be used to open additional account for current signers (ie. Individual, joint, IRA where both clients have signed our agreement) — they cannot be used for entities if the entity does not have a current account with us.
WBI Client Disclosure Packet (to be given to client upon solicitation)
Existing Client (replicate an existing registration)
Existing Client SEP IRA Account Packet (need form 5305 also)