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These Connect Account Information Terms and Conditions provide important information about:
- How the Wells Fargo Connect Account Information Service works;
- The information that you will be authorizing Wells Fargo to share with a third party company that is not affiliated with Wells Fargo;
- What the third party company can use this information for; and
- How to terminate the Connect Account Information Service.
As used in this Agreement the words “we,” “us,” and “our,” refer to Wells Fargo Bank, N.A. or its affiliate. The term “Affiliate” means the parent company of Wells Fargo, Wells Fargo & Company, and any present or future company that controls, is controlled by, or is under common control with Wells Fargo Bank N.A. For example, Wells Fargo Advisors, LLC is an Affiliate of Wells Fargo. The words “you” and “your” refer to you as the business or consumer using the Connect Account Information Service. The words “you” and “your” also include any user you authorize to use the Connect Account Information Service on your behalf. “Company” means the third party company that you are connecting your Wells Fargo accounts to.
GENERAL TERMS
This Agreement sets forth the terms and conditions that apply when you instruct Wells Fargo to provide Data (as defined below), on your behalf to Company, through the Wells Fargo Connect Account Information Service (“Service”). Wells Fargo provides the Service as a convenience to you. Wells Fargo does not charge you a fee to use the Service and may discontinue the Service at any time. We may modify this Terms and Conditions at any time and will post revised terms at www.wellsfargo.com/privacy-security/data-sharing-terms-and-conditions. Continued use of the service after the effective date of the revised terms constitutes your agreement to the changes.
DESCRIPTION OF THE SERVICE
By using the Service, you are expressly authorizing Wells Fargo to share your Data with Company. As used in this Agreement, the term “Data” means any of your account information (whether individually or jointly owned), including but not limited to account ownership, name, address, phone, type of phone (home or cell), e-mail address, account balances, transactional history, investment holdings, interest rates, tax data, date of birth, loan or credit line balances, payments due and owing, income information, financial benefits, or any other information generally available, now and in the future, through our website or mobile app using your Wells Fargo username and password or equivalent Wells Fargo credentials. Wells Fargo is providing this Data on your behalf for the sole purpose of supporting the services you receive from Company. When you use the Service you must complete the following requirements: (1) validate your identity in accordance with Wells Fargo authentication protocols, (2) acknowledge that you have read and agree to this Terms and Conditions, and (3) confirm your Data sharing preferences for selected accounts. You understand and acknowledge that not all accounts or all Data are available for sharing through the Service. Once you have authorized us to share your Data with Company, we will continue to provide it until you instruct us to stop, as specified below in this Terms and Conditions.
DATA SHARING, TRANSMISSION AND USE BY COMPANY
Wells Fargo will use commercially reasonable efforts to timely provide your Data to Company. Data will be electronically transmitted across wireless and computer networks and, as such, delays or failure may occur (for example, due to system maintenance or network unavailability).
Once the Data is received by Company, Company may use this Data for its own purposes, in accordance with the terms you have agreed to for use of their services. You agree that Company’s use, disclosure, and other processing of the Data is governed by Company’s applicable privacy policy and terms and conditions.
When Data is received by Company, you agree and understand that Company is solely responsible for maintaining the privacy and security of the Data.
WELLS FARGO DOES NOT ENDORSE AND IS NOT RESPONSIBLE FOR THE PRODUCTS OR SERVICES PROVIDED OR OFFERED TO YOU BY COMPANY. Company is solely responsible for its services, which are covered by any separate agreements between you and Company. You agree that Wells Fargo will not be liable in any way for (i) services provided by Company, (ii) any actions or omissions by Company, or (iii) any compromise or breach of Company’s computer networks or systems.
LIMITATION OF LIABILITY
NEITHER WELLS FARGO NOR ANY AFFILIATE WILL BE LIABLE TO YOU FOR ANY DIRECT DAMAGES OR LOSSES SUFFERED OR INCURRED BY YOU IN CONNECTION WITH THE SERVICE OR ANY FAILURE TO PROVIDE OR DELAY IN PROVIDING THE DATA. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE.
IN NO EVENT WILL WELLS FARGO OR ANY AFFILIATE HAVE LIABILITY FOR ANY CONSEQUENTIAL, SPECIAL, PUNITIVE, OR INDIRECT DAMAGES OR LOSSES WHETHER ANY CLAIM FOR SUCH DAMAGES OR LOSSES IS BASED ON TORT OR CONTRACT OR WHETHER WELLS FARGO OR ANY AFFILIATE KNEW OR SHOULD HAVE KNOWN THE LIKELIHOOD OF SUCH DAMAGES IN ANY CIRCUMSTANCE.
TERMINATING THE SERVICE
You may revoke your authorization to share your Data with Company and stop using the Service at any time by notifying us. You will need to disclose the name of the Company and the accounts you wish to terminate access to. If you terminate your service with Company, you agree to promptly notify us and instruct us to discontinue sharing your Data with Company.
Last update: September 25, 2024
