How to Get a Bank Statement from Wells Fargo – A Step-by-Step Guide

Introduction

A bank statement is a summary of financial transactions that have occurred over a given period on a bank account held by a person or business. It is an important document which can be used to track income and expenses, verify account balances and check for fraudulent activity. Wells Fargo provides several ways for customers to access their bank statements.

Overview of Wells Fargo Banking Services

Wells Fargo is one of the largest banks in the United States, providing a wide range of banking services including checking and savings accounts, credit cards, mortgages, investments and more. In addition to traditional brick-and-mortar branches, Wells Fargo also offers digital banking services such as online banking, a mobile app and e-statements.

Log in to Wells Fargo Online Banking and Navigate to Your Account Statements

The easiest way to access your bank statement from Wells Fargo is to log in to your online banking account. Follow these steps to get started:

• Step 1: Visit www.wellsfargo.com and click “Sign On” at the top right corner of the page.
• Step 2: Enter your username and password and click “Sign On”.
• Step 3: Once you are logged in, select “Accounts” from the menu bar.
• Step 4: Select the account for which you want to view the statement.
• Step 5: Click “Statements & Documents”.
• Step 6: Select the statement period you wish to view.
• Step 7: Click “View & Print” to open and print your statement.

Call Wells Fargo Customer Service and Request a Paper Statement

If you are unable to access your account online, you can call Wells Fargo customer service to request a paper statement. The customer service phone number is 1-800-869-3557. When you call, be prepared to provide your name, address, date of birth and account information.

To ensure that your call is handled quickly and efficiently, here are some tips:

• Be polite and patient.
• Clearly state what you need.
• Provide any necessary information promptly and accurately.
• Listen carefully and ask questions if needed.

Visit Your Nearest Wells Fargo Branch and Ask for a Bank Statement

Another option is to visit your nearest Wells Fargo branch and request a paper statement. To locate the nearest branch, visit www.wellsfargo.com/locator/ and enter your zip code or city and state. When you arrive at the branch, provide your name, date of birth and account information to the staff member.

The staff member will then print out your statement and provide it to you. Note that there may be a fee associated with this service.

Use Wells Fargo’s Mobile App to Access Your Bank Statements

If you have a smartphone, you can download Wells Fargo’s mobile app and use it to access your bank statements. The app is available for both iOS and Android devices.

• Step 1: Download the app from the App Store (iOS) or Google Play (Android).
• Step 2: Open the app and enter your username and password.
• Step 3: Tap “Accounts” and select the account for which you want to view the statement.
• Step 4: Tap “Statements & Documents”.
• Step 5: Select the statement period you wish to view.
• Step 6: Tap “View & Print” to open and print your statement.

Sign Up for e-Statements Through Wells Fargo Online Banking

You can also sign up for e-statements through Wells Fargo online banking. E-statements are electronic versions of your paper statements which can be accessed online anytime. They are more secure than paper statements and they can help you save time and money.

To enroll in e-statements, follow these steps:

• Step 1: Log in to your online banking account.
• Step 2: Select “Accounts” from the menu bar.
• Step 3: Select the account for which you want to enroll in e-statements.
• Step 4: Click “Statements & Documents”.
• Step 5: Click “Enroll in e-Statements”.
• Step 6: Read and accept the Terms and Conditions.
• Step 7: Enter your email address and click “Submit”.

Utilize Wells Fargo’s Document Retrieval Service

Wells Fargo also offers a document retrieval service which allows customers to request copies of certain documents such as account statements, tax forms and more. This service is available 24 hours a day, 7 days a week.

To use this service, follow these steps:

• Step 1: Log in to your online banking account.
• Step 2: Select “Accounts” from the menu bar.
• Step 3: Select the account for which you want to retrieve documents.
• Step 4: Click “Statements & Documents”.
• Step 5: Click “Document Retrieval”.
• Step 6: Select the document type you wish to retrieve and click “Continue”.
• Step 7: Select the statement period you wish to view and click “Continue”.
• Step 8: Review the document and click “Print” to print it.

Use Wells Fargo’s Email or Fax Request Services

If you prefer, you can also make an email or fax request for a copy of your statement. To make a request, you will need to provide your name, address, date of birth, account information and the type and period of the statement you wish to receive. You can find the email and fax contact information on Wells Fargo’s website.

Once you have sent your request, you should expect to receive a response within two business days. If you do not receive a response within two business days, you should contact Wells Fargo customer service.

Conclusion

In conclusion, there are several ways to access your bank statement from Wells Fargo. You can log in to your online banking account, call customer service, visit a local branch, use the mobile app, sign up for e-statements, utilize document retrieval and make email or fax requests. By accessing your bank statement regularly, you can stay on top of your finances and monitor your spending.