Make an Appointment Questions

Download the mobile app by visiting Wells Fargo Mobile App FAQs.

Want to learn more about online banking with Wells Fargo? Find more information here.

For business needs, go to this link.

We know your time is valuable. By scheduling an appointment online, you can have confidence a banker will be available to meet with you at your chosen time and discuss your financial needs.

Based on availability in the branch, you may be able to schedule an appointment two hours prior to the appointment time. If the branch does not have same-day availability, you can schedule an appointment up to four weeks in advance.

You can schedule an appointment with your mobile device by visiting Make an appointment or using the Wells Fargo Mobile^® app.

At this time, appointments cannot be scheduled online with a specific banker. You may note your needs in the comment section when scheduling your appointment.

You will be asked to indicate if you are an existing Wells Fargo customer, and for your name, email, and phone number to ensure we can contact you for the purpose of scheduling, rescheduling, or cancelling your appointment.

You may be sent an email and/or text confirming your appointment at the time of scheduling. You may also receive a notification the morning of your appointment and one hour prior to the appointment.

We are committed to providing accessible ATMs and banking locations for all our customers. For more information, click this link to learn more about services available.

Bring your mobile device if you have one. You will also need the following:

• Two forms of ID. Click here for ID requirements.
• Existing customers can authenticate with a debit card and PIN.

Appointments for a personal account:

• Click here to learn more about what you’ll need to open a deposit account.

Appointments for a business account:

• Click here to learn more about what you’ll need to open a business deposit account.
• For other products and services, go to Apply for a Small Business Account or Service.

Depending on the type of change you would like to make, the banker will require legal documentation that provides proof of the change. Below you will find the most common legal documentation needed to make changes to your account:

Personal:

• Marriage certificate
• Divorce decree (including name change, if applicable)
• Adoption certificate
• Legal court order of name change
• Guardianship documents
• Power of Attorney - you may either sign a Wells Fargo Power of Attorney form (which applies only to Wells Fargo accounts you designate) or present a banker with prepared Power of Attorney papers
• Certificate of trustee 

Business:

• Legal documentation for the business showing that the name is changing and the effective date
• Articles of Incorporation
• Certificate of Good Standing
• Partnership Agreement

If you are visiting a branch for notary services, please remember:

• Wait to sign and date your document(s) in the presence of the notary. 
• Bring all pages of the document in its entirety to your appointment, including non-signature and signature page(s). 
• All signers must be present with valid identification.

We are sorry for your loss and are here to help. Visit the Estate Care Center for more information on steps to take and documentation required such as a death certificate. When you make an appointment, please note this reason for your visit in the comments section.

We will do our best to accommodate your request for a Spanish-speaking banker.  If one is not available, we will provide translation services at no cost to you.

Check in using the mobile app or let any branch employee know you are there for an appointment.

If possible, please call the branch to let them know you will be late for your appointment. Bankers will make every attempt to accommodate your appointment, based on availability. Rescheduling your appointment may be necessary.

Please reschedule your appointment online for a time that is more convenient.

We are committed to providing accessible ATMs and banking locations for all our customers. If you have special needs or need additional assistance, notify a branch employee upon arrival.