Wells Fargo
1
I tried to set up a WellsTrade Account to roll over my 401K into an IRA. After two weeks of agony and tears I still do not have it set up. I am really disappointed because a really wanted to be able to take advantage of WellsTrade's free ETF trades. But trying to sign up has been so painful i will gladly pay handsomely to vanguard or another outfit to avoid any further pain from Wells Fargo.
Two weeks ago I spent about 3 hours online trying to navigate Wells Fargo's impossibly confusing website and after reading dozens of documents and webpages finally completed application for the WellsTrade account and PMA linked Checking & Savings accounts.
But for Wellstrade that is not enough - had to wait for them to send me a bunch more documents in the mail - which I finally received yesterday- another 2 hours of reading & document signing.
Finally having my account number and password to go online - I can see checking and savings - but no Wellstrade account! After calling Wells Fargo they were able to get my brokerage account on screen...
but it just says "brokerage" - no indication if it is correctly the "wellstrade IRA" type of account I was trying to sign up for. The brokerage screen did have a link to 'retirement planning" so followed that - then it asks me to sign on (which is strange since I was signed on already)- but my logon (which just worked an hour ago) no longer works! The logon screen gave me a number to call with difficulties logging on so I called that number...
After speaking with the Wells Fargo rep for a few minutes we determined that he was in the wrong department to help me with a wellstrade IRA, so transferred me to another department....
After speaking with another Wells Fargo rep for a few minutes she indicated that she had nothing to do with wellstrade IRA and transferred be to another number.....
That number led me to a computerized set of options - none of which had anything to do with my problem - and no option to actually speak with a real person.....
No now I am done. i can't take it anymore. I will now attempt to close the brokerage, savings and checking account I just opened and hope closing the accounts is not as painful as trying to set them up in the first place!