In a continued effort to support the needs of each individual client, Wells Fargo is introducing Wells Fargo Premier — a new integrated banking, lending, and investing offering designed to meet affluent clients’ complex needs. Recognizing each client has unique financial goals and objectives, Wells Fargo Premier provides an enhanced experience through the Wells Fargo Premier Checking account and an elevated service offering.
“Wells Fargo is transforming the way we serve our customers, including those with more complex financial needs, at different stages of their lives,” said Mary Mack, CEO of Wells Fargo’s Consumer and Small Business Banking. “Wells Fargo Premier brings together our branch‑based and wealth‑based businesses to provide a more comprehensive, relevant and integrated offering for our clients within the communities we serve.”
“The Wells Fargo Premier experience is about helping customers manage their finances holistically. We want to understand where the customer is today, and their goals for the future. When we do that we’re able to provide financial advice, guidance, and investing approaches designed for them,” said Barry Sommers, CEO of Wells Fargo Wealth & Investment Management.
Wells Fargo Premier offers a compelling, relationship‑based value proposition for Premier clients, including:
A Wells Fargo Premier Checking account designed to deliver an optimal banking experience with access to relationship interest rates, lower rates on select new loans, as well as waived fees for services like ATM use worldwide, international debit card purchases, and incoming or online outgoing wire transfers.
Access to a Wells Fargo Bank premier banker, as well as a Wells Fargo Advisors financial advisor, who together serve as a dedicated team with a goals‑based planning approach aligned to each individual clients’ unique needs and life events. In addition, clients also have access to a team of specialists such as Wells Fargo Home Lending specialists.
A dedicated priority service line available 24 hours a day, seven days a week with experienced representatives to help with everyday banking needs.
Access to Wells Fargo Advisors’ digital investing solutions, including Intuitive Investor®, a digitally automated investing platform, and WellsTrade®, a self‑directed trading platform — making it easy and convenient for clients to invest when, where and how they want.
An enhanced digital experience, including a customized Wells Fargo Premier mobile, desktop, and tablet site with the ability to make appointments online.
The introduction of Wells Fargo Premier is part of the company’s broader efforts to differentiate the way customers are served by offering innovative products and solutions that meet the specific and unique needs of all customers. It follows the introduction of Clear Access Banking℠, a low cost, no‑overdraft‑fee account designed for those who are new to banking or have encountered past challenges opening or keeping a bank account, and the Banking Inclusion Initiative, a 10‑year commitment to help unbanked individuals gain access to affordable, mainstream, digitally‑enabled transactional accounts.
