A video of smartphone screen displaying an animation of the Goals screen and next steps feature of the Wells Fargo Mobile app.

Transcript
Screen images simulated and sequences shortened.

[Video Overview: Demonstration of LifeSync in the Wells Fargo Mobile app. This video shows an interaction with the Goals section of LifeSync on a mobile phone screen.]
[The LifeSync goals screen showing an image of a beach appears on an outline of a mobile phone.
On screen text: Best vacation ever!
The screen scrolls down and stops at the Take the Next step section.
On screen text: Take the next step.
An illustrated tile appears that describes a brief action for the customer to take.
On Screen text: Complete your goal details.
Scrolling to the right reveals a second tile with a new suggested action.
On screen text: Sync accounts with your goal to see your progress.
Scrolling again to the right reveals a third tile with another new suggested action.
On screen text: Fine-tune your budget so you can stay on goal.]

Tap into your goals with LifeSync

Now it’s easier than ever to set and track your
goals in LifeSync® Footnote1 with helpful insights and timely actions
suggested for you.

Get the app
Set up a goal now

Don’t have the app? Download it here.

Smartphone screen displaying the Goals feature of the Wells Fargo Mobile app.

Set and track your money goals

  • Add new financial goals based on what matters to you
  • Personalize your goal name, photo, target amount, and date
  • Choose accounts to connect and save your info
  • Track your goal progress
Your Goals

Set and track your money goals

  • Add new financial goals based on what matters to you
  • Personalize your goal name, photo, target amount, and date
  • Choose accounts to connect and save your info
  • Track your goal progress
Smartphone screen displaying the Goals feature of the Wells Fargo Mobile app.
Your Snapshot

See a snapshot of your finances

  • Stay in the know at any time
  • Check Wells Fargo Rewards® balances
  • View your FICO® ScoreFootnote 2
  • Check the latest market performance
Smartphone screen displaying the Snapshot feature of the Wells Fargo Mobile app.
Your Newsfeed

Get tailored insights

  • Stay inspired with educational content like Cash Confessions, and more
  • See timely market commentary
  • View tips to help you make more informed decisions about your money
Smartphone screen displaying the Newsfeed feature of the Wells Fargo Mobile app.

Start your goals with LifeSync today

Log in to the app and click the LifeSync tile to get started. For access to the newest features, be sure you’re
on the latest version of the Wells Fargo Mobile® app.

Download on AppStore
Get it on Google Play

Frequently asked questions

What is LifeSync®?

LifeSync® in the Wells Fargo Mobile® appFootnote1 simplifies financial goal setting and progress tracking in one place, encouraging you to keep your life and your money in sync. LifeSync equips you with resources, tools, and action steps that help you make more informed decisions about your money.

Is LifeSync a financial goal tracking app?

Yes, LifeSync is available in the Wells Fargo Mobile® app and offers a simplified approach to setting and tracking your financial goals.

How do I add a goal in LifeSync?

  1. Go to the Goals tab, select Add a new goal.
  2. Select desired goal.
  3. Name goal.
  4. Choose an image from your phone or our gallery.
  5. Connect individuals or organizations and customize with a photo.
  6. Add goal amount, the goal MM/DD/YYYY date, and then select Next.
  7. Choose accounts to connect to your goal to enable progress tracking and select Save.
  8. Review new goal confirmation message.

How many goals can I set?

There is no limit to the number of goals you may set. There are eighteen goal types to choose from, for example purchase a new home, prepare for emergencies, save for a vacation or other big purchase, manage your spending, and more.

Can I edit or delete a goal?

Yes, a goal can be edited or deleted. From the Goals tab, select the goal you would like to update, scroll down to the bottom of the page, and select the Edit or Delete button.

In what language is LifeSync available?

LifeSync is available in English and Spanish.Footnote3

How can I get LifeSync?

LifeSync is available exclusively in the Wells Fargo Mobile® app for smartphones. If you don’t have the app, visit your favorite app store to download it.

Get the app
Set up a goal now