Your advisor starts by deeply understanding what is important to you and then helps build towards your objectives — through an experience called LifeSync®. LifeSync is our advice and planning experience that ‘syncs’ your financial life with your values and aspirations so that they may have a lasting impact for your loved ones and what you are passionate about.
Your advisor will orchestrate a team of credentialed professionals to develop custom solutions designed to help you meet your financial goals and aspirations. Each one brings their special focus to help support all aspects of your financial vision.
Working with your advisor, you receive access to select experiences and benefits, some of the highest caliber resources and people in the financial industry, and networking opportunities with industry leaders.
Gain access to timely insights and perspectives on global and market updates from industry leaders and invitation-only events.
Receive an elevated level of service with 24/7 dedicated support from The Private Bank Service Team. And our exclusive digital experienceFootnote 1 provides you an easy, secure way to review and move money between your Wells Fargo bank and brokerage accounts and engage with your relationship team.
More premium privileges include higher account limits on certain transfers and deposits, personalized fraud support, and access to the Wells Fargo Private Bank By Invitation Visa Signature® CardFootnote 2,Footnote 3 which offers special services with no annual fee and more.
Investment and Insurance Products are:
1. Availability may be affected by your mobile device's coverage area. Mobile carrier message and data rates may apply.
2. Please review your applicable Wells Fargo Bank account agreement and card terms and conditions for information on liability for unauthorized transactions.
3. Credit cards are offered through Wells Fargo Bank, N.A., and are subject to credit approval, verification, and collateral evaluation. Products are not available in all states. Programs, rates, terms, and conditions are subject to change without notice. Certain restrictions, limitations, and exclusions apply. Please review the Wells Fargo Private Bank By Invitation Visa Signature® Guide to Benefits for details.
Wells Fargo Private Bank (The Private Bank) experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A., Member FDIC, provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, the Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for The Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Private Bank experience.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
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