®
WellsTrade Account Services Agreement Signature Page
Account Number Sub Firm # Doc Code Account Number
(Client to Complete-Required)
205 WTAGREE
(Office Use Only)
ACCOUNT INFORMATION
Brokerage Account Title
BY SIGNING THIS PAGE, I/WE ("I") ACKNOWLEDGE THAT I HAVE READ AND AGREE TO BE BOUND BY THE AGREEMENTS AND/OR
DOCUMENTS LISTED BELOW AND ANY OTHER AGREEMENTS AND DOCUMENTS THAT ARE INCORPORATED BY REFERENCE INTO
SUCH AGREEMENTS AND/OR DOCUMENTS.
040 - Client Agreement
020 - New Account Application, WellsTrade
I understand and acknowledge that investments and insurance products in my brokerage account:
• are NOT insured by the FDIC or any other federal government agency
• are NOT obligations or deposits of or guaranteed by any Wells Fargo Bank or by any Bank affiliate
• involve investment risk, including possible loss of principal
I agree to promptly review and immediately advise Wells Fargo Advisors if any of the Owners and/or Account Profile information is not accurate or becomes inaccurate. I
understand that Wells Fargo Advisors will rely on this information and that it is my responsibility to provide accurate and timely updates. If I decide to close or make
changes to my Account, I will provide notification to Wells Fargo Advisors.
BY SIGNING THIS SIGNATURE PAGE, I/WE AUTHORIZE, ACKNOWLEDGE, AND AGREE TO THE TERMS AND CONDITIONS OF THE CLIENT
AGREEMENT AND TO THE FOLLOWING:
• Margin: If this is a margin account, my securities may be loaned to Wells Fargo Clearing Services, LLC or loaned to others.
• Command Asset Program Account Holders: In connection with the Command Asset Program, Wells Fargo Bank, N.A. may establish a Bank Account in my/our
name(s) and provide the banking-related services under the terms set forth in the Command Agreement and may make any inquiry it considers appropriate, including
credit or other reports, to determine if the Bank Account should be opened. I/We also agree to the terms of the dispute resolution program described in the
Command Agreement relating to disputes specifically involving the Bank Account.
• Joint Account Holders with Rights of Survivorship in Alabama, North Carolina, Tennessee, Texas, and Virginia Only: The persons signing below agree with
each other and Wells Fargo Advisors that this account is a joint account with right of survivorship and that on the death of one party to a joint account all sums in the
account on the date of death vest in and belong to the surviving party as his or her separate property and estate. Each person signing below who is married to a person
who is not also signing below represents and warrants that no assets now or hereafter deposited to the account, nor any interest earned on such assets, are subject to
the management, control, or disposition (jointly or otherwise) of such person's spouse.
To help the government fight the funding of terrorism and money-laundering activities, U.S. federal law requires financial institutions to obtain, verify, and
record information that identifies each person (individuals and businesses) who opens an Account. What this means for you: When you open an Account, we
will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask for your driver's license or other
identifying documents.
X
I agree to the terms and conditions of this agreement.
Signature Print Name (and Title if Applicable) Date (Required)
X
Signature Print Name (and Title if Applicable) Date (Required)
X
Signature Print Name (and Title if Applicable) Date (Required)
X
Signature Print Name (and Title if Applicable) Date (Required)
X
WellsTrade® - Submit your completed form to:
Wells Fargo Advisors, Attention: MAC N9160-01P
PO Box 77046, Minneapolis, MN 55480-9902, or Fax to 844-879-1439
Should you require assistance with this form, please call 1-800-TRADERS (1-800-872-3377).
Investment and Insurance Products:
Not Insured by FDIC or any Federal Government Agency May Lose Value Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells
Fargo & Company.
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