Team Member Financial Center

Take advantage of resources and tools for Wells Fargo team members

Welcome to the Team Member Financial Center. This site combines Wells Fargo team member discounts and product information and easy-to-use tools and resources to help you reach your financial goals.

On This Page
Basic Finances
Managing Credit
Financing an Education
Owning a Home
Planning Your Future
Protecting Yourself
Team Member Discounts


Basic Finances

Learn more about budgeting and money management - two valuable practices that may help you set and achieve your financial goals. Topics include budgeting, ways to save, money-saving tips for traveling abroad and banking online.

Access Online Resources and Tools

Access a variety of information on managing your money, building for the future and dealing with financial hardship with the Basic Finances tab of wellsfargo.com. There are also a variety of savings account management tools to help you save, make a budget and protect your privacy.

Personalized assistance and targeted information about work and life-related topics is also available through LifeCare.

Worksheets to Download and Use:


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Managing Credit

Learn more about credit management. Topics include credit building and rebuilding, protecting your credit and steps to paying off debt.

Access Online Resources and Tools

Access a variety of information building credit, financing major purchases and lowering your interest rates with the Credit Management tab of wellfargo.com. Check out the microsite Path to Credit to learn more about credit basics and planning.

Personalized assistance and targeted information about work or life-related topics is also available through LifeCare. You can also receive free financial counseling through LifeCare via participation in three 30-minute telephonic consultations per year at no cost to you. Counseling topics include credit repair, debt management and debt consolidation.

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Financing an Education

Learn more about planning for college or applying for graduate school. Topics include a financial aid overview, the difference between federal and private student financing and how to apply for scholarships and grants.

Access Online Resources and Tools

Access a variety of information and tools to help you with applications, financial aid, and success after graduation with the Education Finances tab of wellsfargo.com.

Use the Private Student Loan Calculator to estimate the monthly payments on your private undergraduate and graduate student loans. Check out the College Cost Calculator to find out how much you might need to borrow annually for college.

For specific information on financial aid, review the Financial Aid Journey website for five short videos to help you understand your options.

Sign up for the CollegeSTEPS Program for tools and tips.

Personalized assistance and targeted information about work or life-related topics is also available through LifeCare. If you are looking for information or guidance on a specific education topic such as colleges or scholarships, a LifeCare specialist can provide you with helpful materials. In addition, through LifeMart, team members and their families have access to college and tuition discounts at many accredited online colleges and universities.

Programs for Wells Fargo Team Members

Learn about the Tuition Reimbursement Benefit, educational discounts and resources, and scholarships for team members' children when you are on Teamworks at work.

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Owning a Home

Learn more about first time home buying and refinancing if you already own a home - two unique ways to plan your future.

Access Resources and Tools

Your first stop for comprehensive information should be the Team Member Mortgage Program website.

Access a variety of online tools to help you with home ownership, refinancing and budgeting for home repairs on the Homeownership tab of wellsfargo.com.

Personalized assistance and targeted information about work or life-related topics is also available through LifeCare.

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Planning Your Future

Learn more about planning for retirement with topics including mapping out your retirement income, calculating your retirement age and more.

Access Resources and Tools

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Protecting Yourself

Learn more about the different types of insurance available including auto, homeowners, renters and more.

Access Online Resources and Tools

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Team Member Discounts

Please visit Teamworks when you are at work to learn about team member discounts on certain Wells Fargo products and services.

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Published August 3, 2015

Additional Resources