Securely access up to seven years of brokerage Statements & Documents anywhere you have internet access.
  • Documents display in PDF format and are presented exactly the same as the paper version you receive in the mail.
  • You can print or save the documents to your computer.
  • Go paperless — suppress paper delivery for any or all brokerage document types and receive an email notification when they're available to view online.

Statements - View individual account statements or statement households, including any inserts that may have been included in the paper statement.

Trade Confirmations - Search by date, trade type or symbol.

Tax Documents/1099s - Tax documents will display only for the years in which you have taxable activity.

Wells Fargo is not a tax or legal advisor.