Wells fargo letter of authorization: Fill out & sign online 2026

1. Click ‘Get Form’ to open it in the editor.
2. In Section 1, provide your account information by entering your 8-digit Wells Fargo brokerage account number and the account name/title.
3. Move to Section 2 and select one transfer type. Complete the applicable details for cash, securities, or both. Ensure you fill in the purpose for transfer if required.
4. In Section 3, choose how you want to move assets. Select either 'Move via Journal' or 'Send assets to another Financial Firm' and fill in the necessary account details.
5. Proceed to Section 4 where you will need to provide signatures and dates from all authorized persons involved.
6. Finally, follow the instructions in Section 5 for submitting your completed form via secure email, mail, or fax.

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