WFC Client Experience

1

Initial Meeting

An initial meeting with a WFC adviser will allow you to share your goals and concerns and explore the various options available to you.

2

Onboarding

We will assess which type of account(s) are best suited to your needs and will provide a seamless process for new account opening and transfer.

3

Online Client Portals

Making certain that you have online access to your accounts is a priority to us. Our clients have their own personalized portal through our custodian as well as our financial planning program.

4

Regular Portfolio Rebalancing

We rebalance our client accounts regularly to ensure that client portfolios always remain invested according to the agreed upon portfolio allocations.

5

Quarterly Reporting and Client Meetings

Clients receive quarterly customized reports prior to meetings to review and discuss portfolio performance, allocations and financial planning goals.