Online Statements Questions - Wells Fargo (2023)

Table of Contents
Top questions How do I sign up for Wells Fargo Online® statements? Is there a fee to receive statements through Wells Fargo Online? Will my Wells Fargo Online statement look the same as my regular printed statement? General questions What if I want to receive paper statements for my eligible accounts? How can I get a worksheet to help me balance my checking account? If I decide later to switch back to paper statements, will I still be able to view historical online statements? If I have a joint account, can each account owner choose how they wish to receive statements? Are Wells Fargo Online statements secure? What are the benefits of switching to Wells Fargo Online statements? What is the difference between my Account Activity and a Wells Fargo Online statement? How can I view or get copies of my Wells Fargo Online statements? How long will my Wells Fargo Online statements be available? How will I know when a new Wells Fargo Online statement for my eligible account(s) is available for viewing? What should I do if my account is not listed on the Manage Delivery Preferences page? If my account is set up for Wells Fargo Online statements, will I still receive my paper statements? Will I receive images of my checks with Wells Fargo Online statements? How do I view my Brokerage statement online? Can I get Wells Fargo Online statements if my account statements are combined or if I have a Prime Checking or Premier Checking account? Can I access my account online after it’s closed? FAQs Videos

Top questions

How do I sign up for Wells Fargo Online® statements?

Wells Fargo Online comes with the ability to receive and view statements for most of your accounts online. Simply enroll to set up a username and password to access your personal and business accounts online.

If you already have a username and password, sign on to view your statements online. Or, to change how you wish to receive your statements and other documents, access Manage Delivery Preferences from Statements and Documents.

Is there a fee to receive statements through Wells Fargo Online?

There is no charge to receive statements online.

Will my Wells Fargo Online statement look the same as my regular printed statement?

Yes, your Wells Fargo Online statement is the same as your paper statement and is considered an official document. It contains all the information that is included on your paper statements. A printed version of a Wells Fargo Online statement is the same as a paper statement mailed via U.S. Mail.

General questions

What if I want to receive paper statements for my eligible accounts?

To resume receiving your paper statements in the mail, sign on to update your delivery preference. Once you make your request, your next statement may be delivered through Wells Fargo Online, but all subsequent months will be delivered by mail as paper statements.

How can I get a worksheet to help me balance my checking account?

On your computer or mobile device, download and print this Worksheet to Balance your Checking Account (PDF).

If I decide later to switch back to paper statements, will I still be able to view historical online statements?

If you choose “Online & Mail” as your delivery preference, you will continue to have access to both current and historical online statements.

If you choose “Mail,” you will no longer have access to historical online statements, and your current statements will be delivered to you by mail. Should you need a copy of an eligible historical online statement, you can request a statement copy by calling 1-800-742-4932. Your account may be charged for any applicable fees.

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If I have a joint account, can each account owner choose how they wish to receive statements?

No, the delivery preference for statements applies to all account holders. While any account holder can change the delivery preference, it will apply to all account holders. For example, if a delivery preference of “Online Only” is selected, no paper statements will be produced and mailed.

Are Wells Fargo Online statements secure?

Yes, with Wells Fargo Online or Wells Fargo Business Online, your online statements are protected.

What are the benefits of switching to Wells Fargo Online statements?

With Wells Fargo Online statements you can:

  • Quickly and easily access past statements.
  • Help to lessen the risk of fraud and identity theft that comes with paper statements.
  • Reduce clutter by printing only what's needed.
  • Receive email notifications as soon as your statements are ready.

What is the difference between my Account Activity and a Wells Fargo Online statement?

Both your Account Activity screen and your Wells Fargo Online statements show your transaction history. Here are the key differences:

  • The Account Activity screen shows all of your recent and pending transactions for the past 60-90 days.
  • Wells Fargo Online statements are electronic versions of the monthly paper statements that you receive by mail. They include transactions from a set period of time (a statement cycle) and do not include any pending transactions.

For example: Your credit card statement shows the transactions you made before the statement closing date and the current amount owed. Your credit card Account Activity screen shows the past 60 days of activity, including pending transactions and transactions that occurred after the statement closing date.

How can I view or get copies of my Wells Fargo Online statements?

Simply sign on to view your statements online.

  • You can select only one statement at a time.
  • When you select one of these documents, your device or browser may download and save it. If you have any problems finding or opening the file, check your download folder or consult your device help.
  • To print your statements, you may need to sign on to Wells Fargo Online from a computer.

Saving Wells Fargo Online statements

Once you open your Wells Fargo Online statement, you can save it to your computer. Provide a name for the file using a .pdf extension and a descriptive name that will help you identify the statement (for example: “CheckingMarch2019.pdf”).

Printing Wells Fargo Online statements

Once you’ve opened your statement, you can print it by using the Print function in your browser, or if you’ve saved your statement onto your computer, you can print directly from your PDF reader.

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How long will my Wells Fargo Online statements be available?

Wells Fargo retains statement copies for up to seven years for most checking accounts.

The length of time Online Statements are available to view and download varies depending on the product: up to 12 months for auto loans; up to 2 years for credit cards, home equity lines of credit, and personal loans and lines of credit; and up to 7 years for deposit accounts, home mortgage accounts, and trust and managed investment accounts. The length of time the specific product statements are available online can be found in Wells Fargo Online in Statements & Documents.

How will I know when a new Wells Fargo Online statement for my eligible account(s) is available for viewing?

We'll automatically send you an email at the close of each statement cycle to let you know that your current statement is ready. You must maintain a valid email address to receive your notification. We will also send a notification to your Wells Fargo Secure Inbox through the Message Center.

Sign on to confirm your email address is current and correct. Then check to see if your email account is filing notifications in your spam or bulk folders. If it is, add Wells Fargo to your address book to ensure that notifications go to your regular inbox.

Even if you have not received an email notification from us, you can sign on and view your statements.

What should I do if my account is not listed on the Manage Delivery Preferences page?

If your eligible account is not listed on your Manage Delivery Preferences page, you will need to link it to your Wells Fargo Online or Wells Fargo Business Online account. To link your account, simply sign on and click Account Settings through the Profile & Settings menu.

If your account isn’t listed, please call us at 1-800-956-4442.

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If my account is set up for Wells Fargo Online statements, will I still receive my paper statements?

For eligible accounts (most checking and savings, trust, mortgage, personal lines and loans, and credit card accounts), we discontinue your paper statements when Online Only is selected as a delivery preference. You can view, save, and print your Wells Fargo Online statements anytime, and they are legally the same as the paper version we mail to you.

If you wish to receive paper, you can sign on to change your delivery preference, and go to Manage Delivery Preferences from the Statements and Documents page.

Will I receive images of my checks with Wells Fargo Online statements?

You can always access images of your checks for the past 18 months through Wells Fargo Online on your Account Activity page. However when you select Online Only as your statement delivery method, we will stop sending you paper check image statements.

To resume delivery of paper statements with check images, simply call the number on your statement.

How do I view my Brokerage statement online?

Sign on to Wells Fargo Online, and select Portfolio, then Statements & Docs in the Brokerage menu.

You will continue to receive your paper statements in the mail. If you want to save paper by turning off your paper statements, click Delivery Preferences on the Statements & Docs page and follow the simple instructions.

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If you have any problems viewing your brokerage statement online, call us at 1-800-956-4442.

A printed version of a Wells Fargo Online statement is the same as a paper statement mailed via U.S. Mail.

Can I get Wells Fargo Online statements if my account statements are combined or if I have a Prime Checking or Premier Checking account?

Yes. If you have combined statements or a Prime Checking or Premier Checking account, your Wells Fargo Online Statements will look the same as the paper statements you currently receive.

Your combined, Prime Checking and Premier Checking statements may include detailed or summary account information based on the types of accounts linked to these statements and the options available for those accounts.

To combine your checking and savings account statements, please call us at 1-800-TO-WELLS (1-800-869-3557).

Can I access my account online after it’s closed?

Yes. If you close your account, you may sign on and view your account information including your statements and documents for approximately 90 days after the date of closure.

Online Statements requireAdobe®Acrobat® PDF reader. The length of time Online Statements are available to view and download varies depending on the product: up to 12 months for auto loans; up to 2 years for credit cards, home equity lines of credit, and personal loans and lines of credit; and up to 7 years for deposit accounts, home mortgage accounts, and trust and managed investment accounts. The length of time the specific product statements are available online can be found in Wells Fargo Online® in Statements & Documents. Availability may be affected by your mobile carrier's coverage area. Your mobile carrier’s message and data rates may apply.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

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Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

CAR-0422-02860

LRC-1121

FAQs

How can I view my Wells Fargo statement online? ›

Sign on to Wells Fargo Online, and select Portfolio, then Statements & Docs in the Brokerage menu. You will continue to receive your paper statements in the mail. If you want to save paper by turning off your paper statements, click Delivery Preferences on the Statements & Docs page and follow the simple instructions.

Does Wells Fargo offer online bank statements? ›

Wells Fargo Online comes with the ability to receive and view statements for most of your accounts online. Simply enroll to set up a username and password to access your personal and business accounts online. If you already have a username and password, sign on to view your statements online.

What is the problem with Wells Fargo? ›

The Wells Fargo account fraud scandal is a controversy brought about by the creation of millions of fraudulent savings and checking accounts on behalf of Wells Fargo clients without their consent. News of the fraud became widely known in late 2016 after various regulatory bodies, including the Consumer Financial ...

How can I see my full bank statement online? ›

How to get Bank Statement online?
  1. Step 1: Login to the account through the bank's net banking portal or mobile banking app.
  2. Step 2: Look for the heading “bank statement” or “e-statements”.
  3. Step 3: Select the statement period.
May 13, 2022

What does a bank statement show? ›

Bank statements include the account holder's name, address, account number, and bank branch details. It also contains a summary table showing the timeframe of the statement, opening and closing bank balance, any deposits made into the account, refunds, and any cash withdrawals.

Why can't I access my Wells Fargo account online? ›

To regain access, you'll need to create a new password. For additional protection, we also recommend that you change your username after signing on. If you do not have the required information to create a new password through Wells Fargo Online, you will need to contact Online Customer Service at 1-800-956-4442.

Can you request a bank statement? ›

If you're not registered, you can order a copy of your statement by calling Telephone Banking or visiting a branch. If you close your current account, we need to provide you with up to five years of your transaction history by law – if you want it.

How do I find my bank statement on Wells Fargo app? ›

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How do I update my bank statements? ›

If you do not have access to online banking, you can call your bank's customer service line. They can help you receive a paper copy of your statement. You can find the number for customer service on the back of your debit card or in the contact section of the bank's website.

Has Wells Fargo been hacked 2021? ›

What We Know About the Wells Fargo Bank Data Breach. According to an official filed by the company, on January 2, 2022, Wells Fargo Bank first learned of a data security incident. However, the company's investigation later confirmed that the breach occurred a few days earlier, on December 31, 2021.

How do I know if I am being scammed on Wells Fargo? ›

Call the number on the back of your card or the website to verify the request. Wells Fargo may email, text, or call you if we detect unusual account activity. We will not ask for your card PIN, temporary access code, or online banking password.

Who is the best bank to bank with? ›

Best national banks
Financial institutionInterest rate on savingsMinimum deposit to open savings
Bank of America0.01%$100
Chase Bank0.01% (Rate effective as of 8/6/21. Interest rates are variable and subject to change.)$0
Discover Bank1.80%$0
Alliant Credit Union1.70%$5 (deposit made by Alliant)
1 more row

What is the password for bank statement? ›

The consumer has to enter the last five digits of the registered mobile number and date of birth in the DDMMYY format.

How can I edit my bank statement online PDF? ›

Drag and drop the PDF onto Acrobat, the PDF bank statement may contain form fields, you can directly edit text or data to the form fields. To edit text or contents outside the fillable fields, click Edit PDF, select the text you want to edit, use the edit tools to adjust the property, format, etc.

What do I black out on a bank statement? ›

When you are redacting information from your bank statement, you should black out or hide any information that is not relevant to the purpose for which you are providing the statement. This may include your account number, routing number, balance, and other personal information.

What 5 things will be shown on your bank statement? ›

Individual account information
  • Bank account number.
  • Product. You'll see if this is a checking, savings, or other type of account.
  • Open date. This is the date you opened the account.
  • Account ownership. ...
  • Summary of deposits and withdrawals. ...
  • Other account information. ...
  • Overdraft information.
Jan 18, 2022

Who sees my bank statement? ›

Your Legal Assigns

For example, if you have a bank account for a small business and you, a partner or your accounting manager can make deposits and write checks, all of you might see your monthly statements or be able to log in to the account, depending on how you've set it up.

Can someone check my bank account balance? ›

Bank staff members cannot provide the exact amount contained in a customer's account but can tell you if the amount is enough to cover the check or not.

Why is my Online Banking not working? ›

Ensure you can access other websites. Clear your browser cache. Delete cookies (this will remove your saved settings for sites you've previously visited such as username, password, or other personal information) Close all browser windows then reopen and try accessing Online Banking again.

Why can't I get into my Wells Fargo account? ›

To regain access, you'll need to create a new password. For additional protection, we also recommend that you change your username after signing on. If you do not have the required information to create a new password through Wells Fargo Online, you will need to contact Online Customer Service at 1-800-956-4442.

Why is my Wells Fargo account locked? ›

Wells Fargo also monitors your accounts and will notify you when your contact information changes, username or password are updated, online access is blocked after multiple failed sign-on attempts, or we detect suspicious activity on your debit or credit card.

Can I request bank statement online? ›

Most banks provide statements every month, although some do it every quarter. Depending on your bank, you can access your statement online, in-app, or through the mail.

How do I get a 3 month bank statement? ›

Here's what to do:
  1. Visit your bank's website.
  2. Log in to Online Banking/Digital Banking/Internet Banking/eBanking etc.
  3. Click 'statements', 'e-documents', or 'download'
  4. Make sure you've selected the correct account.
  5. Choose a statement (or a date range)
  6. Choose the . ...
  7. Download*
  8. Repeat the steps to download multiple statements.

Can I get my bank statement from any branch? ›

One can visit any SBI branch and ask for the account statement of the desired time period. A customer needs to choose the statement period according to his/her requirement and collect the same from the bank branch.

How do I verify a bank statement? ›

Call the bank – using a number you've obtained yourself and not the one written on the application – and ask a representative to confirm the details in the bank statement supplied by the applicant.

How many years does Wells Fargo Keep bank statements? ›

The length of time Online Statements are available to view and download varies depending on the product: up to 12 months for auto loans; up to 2 years for credit cards, home equity lines of credit, and personal loans and lines of credit; and up to 7 years for deposit accounts, home mortgage accounts, and trust and ...

How far back can you see Wells Fargo transactions? ›

Stay in the know

With a few quick clicks, you can: Search up to 18 months of business transactions history. Check your available balance 1 and pending transactions.

Can I request an updated bank statement? ›

If you need a paper copy of a bank statement, or a copy of an older statement that's not available online, you may need to visit a bank branch or request the statement by mail. Visiting a local bank branch could be the fastest option as you won't need to wait for the mail.

Do I get my money back if my bank account is hacked? ›

Banks are liable

If a hacker steals money from a bank, the customer won't lose money since the bank is liable to refund money for fraudulent debit transactions. However, it's important to report fraud as soon as possible, as the bank's liability decreases over time.

Can my Wells Fargo account be hacked? ›

Wells Fargo, as well as other financial service providers, is trusted to protect your cash deposits and credit accounts from cyberattacks. Yet, Wells Fargo, like many other companies, has experienced recent data breaches. So, the risk exists.

Did Wells Fargo get hacked recently? ›

Wells Fargo Reveals Data Breach

A Wells Fargo bank access code was used to steal the personal information of roughly 5,000 consumers, leading the bank to conduct a full-scale inquiry into the data breach.

How do I find my bank statement on Wells Fargo app? ›

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How do I get a current bank statement? ›

Getting a copy of your bank statement is easy. Your online banking page will list out all of your statements. From there, you can download a PDF or order a paper version by mail. You can also call your bank's customer service line for help.

How do I get a bank statement? ›

Follow the guide below to use the bank statement template accurately. To start, provide the name and address of the account holder. Also, provide the period of the account statement. For the Account Summary, provide the opening balance, total deposits, total withdrawals, and closing balance for the specific period.

How do I get my bank statement before the end of the month? ›

If you need a paper copy of a bank statement, or a copy of an older statement that's not available online, you may need to visit a bank branch or request the statement by mail. Visiting a local bank branch could be the fastest option as you won't need to wait for the mail.

How do I verify a bank statement? ›

Call the bank – using a number you've obtained yourself and not the one written on the application – and ask a representative to confirm the details in the bank statement supplied by the applicant.

How many years does Wells Fargo Keep bank statements? ›

The length of time Online Statements are available to view and download varies depending on the product: up to 12 months for auto loans; up to 2 years for credit cards, home equity lines of credit, and personal loans and lines of credit; and up to 7 years for deposit accounts, home mortgage accounts, and trust and ...

How far back can you see Wells Fargo transactions? ›

Stay in the know

With a few quick clicks, you can: Search up to 18 months of business transactions history. Check your available balance 1 and pending transactions.

How do I get a 3 month bank statement? ›

Here's what to do:
  1. Visit your bank's website.
  2. Log in to Online Banking/Digital Banking/Internet Banking/eBanking etc.
  3. Click 'statements', 'e-documents', or 'download'
  4. Make sure you've selected the correct account.
  5. Choose a statement (or a date range)
  6. Choose the . ...
  7. Download*
  8. Repeat the steps to download multiple statements.

Can I get a bank statement from any branch? ›

One can visit any SBI branch and ask for the account statement of the desired time period. A customer needs to choose the statement period according to his/her requirement and collect the same from the bank branch.

How do I get my e statement online? ›

Explore ways to register for e-statements
  1. Internet Banking – Login with User Credentials, click on “My Profile” and go to “Contact Details Update”. ...
  2. Website – Click here.
  3. SMS – Send GREEN to 56161600.
  4. Phone Banking Centre – Call our Phone Banking Centre's toll-free numbers 1860-419-5555, 1860-500-5555.

How can I edit my bank statement online? ›

Edit PDF Bank Statement Online Free Option 2
  1. Navigate to pdfescape.com in your web browser.
  2. Upload the PDF bank statement.
  3. Click on the form fields to edit as you want.
  4. Hit Save button and click on the green Download button to save the files to your machine.
Apr 7, 2022

Can you make a bank statement online? ›

If you are an Online Banking customer, you can sign into Online Banking, and select Statements & Documents under the Accounts tab. Then select the Request statements tab. Electronic statements are available 24-36 hours after your request, and are accessible for 7 days.

Is bank statement proof of address? ›

Most banks will accept a bank statement as proof of address, provided it's recent. The general period for relevance is three months. Statements are typically accepted from banks, credit unions and building societies. Credit card statements, provided they're recent, are also generally considered a legitimate option.

How long do banks keep records after account is closed? ›

These programs mandate that banks obtain and retain checking and savings account customer data, including contact, identification and tax information. FDIC regulations stipulate that banks must keep this information for five years after the account is closed.

What time do bank statements update? ›

Most bank-connected accounts are set up for automatic refresh. This means your account will update once every 24 hours. The refreshes usually take place sometime between 2 AM and 6 AM, in the local time of the capital of the country where the financial institution is located.

How do I change my bank statement date? ›

How do you change your credit card's due date? You may be able to change your credit card statement due date by communicating with your credit card issuer. Some ways of doing this include calling their customer service number or visiting your online account to change your credit card's due date.

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