Personalized Financial Support

We all want to feel financially prepared but we don’t always know where to start. Alex® Financial Health can help. This online, interactive tool will help you find one small step you can take to get started on your journey toward financial stability. And, if you’re eligible to earn health & wellness dollars, you’ll receive $100 in your health account for doing it!

Once you’ve completed the Alex Financial Health online tool, to earn your health and wellness dollars, visit the Rewards tab on Rally (covered spouses and domestic partners sign in here) to confirm that you have completed this activity.

Once Alex gets you on the right path, explore the personalized support available to help alleviate your immediate financial concerns like managing your day-to-day expenses, building savings or tackling your debt.

Team Member Financial Guidance Line*

  • Wells Fargo has a team of specially trained financial health bankers to support team members’ financial needs. The Team Member Financial Guidance Line can help you:
    • Create a plan to build savings. Identify areas where you can cut spending and save.
    • Learn how to build or better manage your credit. Find ways to strengthen your credit over time.
    • Save money. Take advantage of money-saving team member benefits.
  • All U.S. team members and their spouses and domestic partners are eligible.
  • You can call the Team Member Financial Guidance Line at 1 855 329 9607, Monday through Saturday, 8:00 a.m. to 6:00 p.m. Central Time.
  • Team member calls are treated as customer calls and are subject to the customer privacy policy.

BALANCE

  • BALANCE’s financial experts can help you develop a personalized plan to address your financial challenges. They’ll work with you one-on-one to understand your financial goals and develop an action plan that will get you on the path to achieve those goals. Whether you need help coming up with a spending plan so you can take control of your financial situation month-to-month or you’re having trouble keeping up with bills and feel like you’re spiraling out of control with debt, BALANCE can help you create a solution to get back on track.
  • Personalized services are confidential at no cost to you and include budgeting, credit report review, delinquent loan counseling, student loan counseling, and debt consolidation advice.
  • Regular and part-time team members and their spouses and domestic partners are eligible.
  • To learn more about resources and programs available, access the BALANCE website or call BALANCE at 1 888 990 2227. Financial experts are available Monday through Thursday from 9:30 a.m. to 8:00 p.m. Central Time, Friday from 9:30 a.m. to 7:00 p.m. Central Time and Saturday from 11:00 a.m. to 4:00 p.m. Central Time.

Why pay more than you have to for everyday expenses? Take advantage of discounts.

  • LifeCare and LifeMart Discounts: As a Wells Fargo team member you and your family have access to discounts on everyday items like groceries, childcare, gym memberships and pet care through LifeMart. Once you sign on, click on “Show me money-saving offers” to see discounts on hundreds of everyday products and services that are available to you right now. You also have access to LifeCare specialists who can help you find lower-cost options for planned expenses like childcare, cable, and internet. Call LifeCare at 1 866 592 7213. Specialists are available 24 hours a day 7 days a week.
  • Team Member Financial Center: As a Wells Fargo team member, you have access to exclusive discounts on banking, loans, credit, and investment products and services. To learn more about the discounts available, please visit the Team Member Financial Center.

* During your conversation with the Team Member Financial Guidance Line, there may be references made to certain Wells Fargo & Company-sponsored employee benefit plans. Such references are made for general awareness purposes only. If there is a conflict between the information provided by the Team Member Financial Guidance Line and the official plan documents, the official plan documents govern. Please refer to the Summary Plan Descriptions previously distributed to you to identify Wells Fargo & Company-sponsored employee benefit plans. Any information discussed about Wells Fargo products or services is for informational purposes only and is not an endorsement of, or solicitation for, Wells Fargo products or services. Purchase of any of these products or services may result in the payment of fees or other compensation to Wells Fargo & Company or its affiliates. By contacting the Team Member Financial Guidance Line you are consenting to receive such information.

Wells Fargo & Company reserves the unilateral right to amend, modify, or terminate any of its benefit plans (or benefit plan options), programs, policies, or practices at any time, for any reason, with or without notice. Any such amendment, modification, or termination may apply to both current and future participants and their dependents and beneficiaries. Eligibility for or participation in the plans does not constitute a contract or guarantee of employment with Wells Fargo & Company or its subsidiaries or affiliates.

HSAs are not part of any ERISA-covered employee benefit plan sponsored or maintained by Wells Fargo & Company or any of its subsidiaries or affiliates. It is Wells Fargo & Company's intention to comply with the U.S. Department of Labor guidance, which specifies that an HSA is not subject to ERISA when the employer's involvement is limited. Establishment of an HSA is completely voluntary on your part.