Submitting new business: A how-to guide

There are now three ways to submit business to Wells Fargo, based on the needs of individuals within the following market segments:

Individual clients: Direct any individuals you refer to www.wellsfargo.com/hsa where they can enroll and fund their accounts in as little as 15 minutes.

Large employer groups: Call your Wells Fargo Sales Executive for customized support in marketing to and enrolling employer groups with 100 or more potential accountholders.

Small & medium-sized employers: Employers with fewer than 100 employees represent the largest opportunity for new HSA accounts. To help you tap the enormous potential of this market, we've created a new Account Manager position.

The Account Manager is now responsible for providing a seamless point of entry for new employers and brokers. He or she will work directly with each customer before, during and after the implementation process.

One point of contact: For brokers and agents, there's just one number to call: the broker support line at 866.449.9929 Monday through Friday, 7 am to 8 pm CT. Or visit us online at www.wellsfargo.com/hsa.

We're here to ensure that every client you refer has a positive experience — and that working with us is easy for you as well.

< Newsletter front page