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About Wells Fargo Clearing Services
Alternative Trading Systems Notice to IRA and ERISA Accounts
Business Continuity Planning (PDF)
Callable Securities Disclosure
Cash Sweep Program
Certificate of Deposit Disclosure Statement (PDF)
Disclosure of Order Routing Information
Foreign Financial Transaction Fee
International Wires and Error Resolution
Limit Up - Limit Down Disclosure
Margin Disclosure Statement
Revenue Agreements
Security Statement
Statement of Financial Condition
Tax Center
California Consumer Privacy Act (CCPA) Notice
Digital Privacy and Cookies Policy
Privacy Notice
Notice of Data Collection
Do Not Sell or Share My Personal Information
Online Technical Requirements
Online Access Agreement
Transfer Funds Service Terms and Conditions (PDF)
Personalized UMA Roster and Fees (PDF)

Tax Center

2024 Tax Information Guide (PDF)
Understanding Your 2024 1099 Tax Statement (PDF)
2024 REMIC Information (PDF)
2024 WHFIT Information (PDF)
State Supplemental Tax Information (PDF)
Cost Basis Reporting Regulations
IRS Cost Basis Reporting Frequently Asked Questions
Our Delivery Schedule

January 16, 2025	1099Q Originals
January 21, 2025	1099R Originals
February 3 - 18, 2025	1099 Originals
February 11 - October 15, 2025	TurboTax is available

Wells Fargo Clearing Services, LLC. | Privacy Policy | Do Not Sell or Share My Personal Information

Contact Us:
Wells Fargo Clearing Services, LLC | One North Jefferson Avenue | St. Louis, MO 63103

If you are an account holder and have questions about an account that is carried by Wells Fargo Clearing Services, LLC, please contact your financial advisor directly.

First Clearing 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.