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How to Add Someone to Wells Fargo Account

How do I change my name on my accounts?

To change your name on your accounts, please take your updated photo ID and an original or a certified copy of any supporting documents (i.e. marriage certificate, divorce decree, or other court orders) into your nearest Wells Fargo branch. We will copy and retain a portion of these documents (typically the first page, the page indicating the name change, and the page that bears the stamp of the court, court clerk, decree date, and/or judge's signature) and we will update our records and your signature card with your new name. We will also send you a new debit/ATM card and/or credit card.

How do I change or add another email address, phone number, or mailing address?

Simply sign on to Wells Fargo Online and access Update Contact Information to review your email addresses, phone numbers, and mailing addresses.

If your new address is outside of the United States, please contact us at 1-800-956-4442 .

If you receive electronic delivery of brokerage statements and documents, you will need to sign on to Wells Fargo Online. Click the Brokerage tab, and access Document Delivery Preferences under Customer Service to modify the email address to which your notifications are sent.

How do I add or remove an owner or signer on my account(s)?

To add an owner or signer to your account, both you and the additional owner or signer must visit a Wells Fargo branch. Once we identify you and the new owner or signer, we will update your signature card.

To remove a signer from a joint consumer account, you will need to close your joint account and open a new account. For assistance, please call 1-800-TO-WELLS (1-800-869-3557) or visit a Wells Fargo branch.

To remove an authorized signer from a business deposit account, just sign on to Wells Fargo Business Online to take action through Account Access Manager. You can also visit a Wells Fargo branch and speak with a banker.

How do I view individuals who have access to my accounts?

You can sign on to Wells Fargo Online and through Account Access Manager, you can view who can access your accounts both through online banking as well as through a Wells Fargo Banker or branch location.

How do I set up or change individuals for online view-only access to my accounts?

You can create a Guest User through Account Access Manager and assign view-only account access to anyone who needs it — for example, your financial consultant or accountant may need view-only access to your account information.

For most accounts, Guest Users have online access to the accounts you designate, including your account balance, activity, and statements by accessing your accounts using a username and password, which you must create and manage for them.

Guest Users are not able to view certain features or perform transactions including Transfers and Payments directly from wellsfargo.com. If you or your Guest User shares your username and password with 3rd party applications or websites, your account information may be able to be accessed through these 3rd parties.

You maintain security by controlling who has access to your accounts, and you can view, edit, or delete access at any time through Account Access Manager by selecting the Guest Users tab.

How to Add Someone to Wells Fargo Account

Source: https://www.wellsfargo.com/help/online-banking/profile-faqs/