Want to get a clear picture of your finances without waiting for paper statements to arrive? The Wells Fargo mobile app is your convenient solution! It allows you to access your bank statements anytime, anywhere, right from your smartphone or tablet. This guide will walk you through the process step-by-step, ensuring you can easily view, download, and manage your financial documents.
Step 1: Download and Open the Wells Fargo Mobile App
First things first, let's make sure you have the Wells Fargo Mobile app on your device.
- Are you ready to dive in and take control of your financial information? Great!
- For iPhone users: Go to the App Store on your iOS device.
- For Android users: Head over to the Google Play Store.
Once you're in your respective app store, search for "Wells Fargo Mobile" and download the official app. Look for the Wells Fargo logo to ensure you're downloading the correct one. Once downloaded, tap the icon to open the app.
Step 2: Sign On to Your Account
This is where you'll gain access to your accounts.
- Existing Users: If you already have a Wells Fargo Online username and password, simply enter them in the designated fields.
- Pro Tip: Many devices now support biometric sign-on (Fingerprint/Face ID). If your device is eligible, you can enable this for quick and secure access in the future.
- New Users/Enrollment: If you're new to Wells Fargo Online or haven't enrolled yet, you'll need to do so. The app usually has a clear "Enroll" or "Sign Up" option. You'll typically need:
- Your ATM/debit or credit card number, or a Wells Fargo account/loan number.
- Your Social Security or Tax ID number.
- Your current email address and mobile number.
- Follow the on-screen prompts to create your username and password. Remember to choose a strong, unique password that isn't easily guessed.
Step 3: Navigate to Statements & Documents
Once you're successfully signed in, you'll land on your account summary screen.
- Finding the Menu: The exact placement might vary slightly depending on your app version, but generally, you'll find a "Menu" icon (often three horizontal lines or dots) or a "More" option in the bottom right corner of the screen. Tap on this to open the main navigation menu.
- Locating Statements: Within the menu, look for an option like "Statements & Documents," "Online Statements," or simply "Statements." Tap on it to proceed. This is your gateway to all your official Wells Fargo documents.
Step 4: Select Your Account and Statement Period
You're almost there! Now you need to specify which statement you want.
- Choose Your Account: If you have multiple Wells Fargo accounts (checking, savings, credit card, mortgage, etc.), you'll see a list. Tap on the account for which you wish to view the statement.
- Select the Statement Period: After selecting the account, you'll usually be presented with options to choose the statement period. This could be by month and year or a specific date range.
- Wells Fargo typically offers statements for deposit accounts (checking, savings) for up to 7 years, while credit card statements might be available for up to 2 years. Select the desired period.
Step 5: View and Download Your Statement
The final step is to access your statement.
- Viewing the Statement: Once you've selected the period, your statement will usually open as a PDF document within the app or your device's default PDF viewer. You can now scroll through it to review your transactions, balances, and other account details.
- Downloading the Statement: To save a copy of your statement to your device, look for a download icon (often an arrow pointing downwards) or a "Share" or "Print" option. Tap on the download icon to save the PDF to your device's downloads folder or a location of your choice.
- It's a good practice to save your statements in a secure, password-protected folder on your device for added security.
Frequently Asked Questions (FAQs)
Here are 10 common questions about getting Wells Fargo bank statements on the app, with quick answers:
How to get historical Wells Fargo bank statements on the app? You can usually access historical statements for up to 7 years for deposit accounts (checking, savings) and up to 2 years for credit cards directly through the "Statements & Documents" section in the app by selecting the desired past period.
How to ensure my Wells Fargo bank statement is secure on the app? Wells Fargo uses 128-bit encryption for sensitive information. Always use a strong, unique password, enable biometric sign-on, and ensure you're on a secure Wi-Fi network when accessing your statements.
How to print a Wells Fargo bank statement from the app? Once you've opened the PDF statement in the app, look for a "Print" option. You might need to have a printer connected to your device or save the PDF and then print it from a computer.
How to get email notifications when my Wells Fargo statement is ready? Sign on to Wells Fargo Online (or the app) and go to "Manage Delivery Preferences" within "Statements & Documents." Ensure your email address is up-to-date and select to receive email notifications when your statements are available.
How to switch from paper statements to online statements with Wells Fargo? In the "Statements & Documents" section, find "Manage Delivery Preferences" and change your preference from "Mail" to "Online Statements." You might need to sign out and back in for changes to take effect.
How to view my Wells Fargo credit card statement on the app? Follow the same steps: sign on, go to "Statements & Documents," and then select your credit card account to view its statements.
How to access business bank statements on the Wells Fargo app? If your business accounts are linked to your personal Wells Fargo Online profile, you can access them similarly. Otherwise, you might need to use the Wells Fargo Business Online app or website.
How to troubleshoot if my Wells Fargo statement isn't appearing in the app? First, ensure you have the latest version of the app. Check your delivery preferences to confirm you've opted for online statements. If issues persist, contact Wells Fargo customer support.
How to find transaction details beyond my statement on the app? The app allows you to view detailed account activity and transaction history, often for up to 18 months, directly from your account summary page, separate from the official statements.
How to download my Wells Fargo bank statement in a format other than PDF? The Wells Fargo app primarily provides statements in PDF format. To convert them to other formats like CSV or Excel, you would typically need to download the PDF first and then use a third-party conversion tool.
