Personalized Financial Support
We all want to feel financially prepared but we don’t always know
where to start. Alex®
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
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
- 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.
- Team member calls are treated as customer calls and are
- 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
- 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
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
- 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
* 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
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