SONJA MARTIN
A customized summary of your visit March 22, 2021
What's important to you?
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www.wellsfargo.com/financial- What we discussed with you today
health to continue your financial Please refer to the Fee & Information Schedule along with any additional disclosures you
health journey. may have received today for full details, including any fees, for the products or services you
requested today. If you need a copy of these materials, please ask a banker.
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Instant Issue Debit or Prepaid Card
With your instant issue temporary card, you have access to your account to make
purchases or use ATMs for up to 30 days (or upon activation of your permanent card sent
by mail if you requested a new or replacement card).
Banker: LOUISA ARTHUR
Phone: 678/583-3000
You can make an appointment Banker Email: louisa.arthur@wellsfargo.com
to meet with a banker at Manager: SHOMARI FURTCH
wellsfargo.com/appointments Phone: 770/389-5396
You can also talk to a banker at Manager Email: shomari.m.furtch@wellsfargo.com
1-800-869-3557 24 hours a day, Bank Name: MCDONOUGH
7 days a week Street: 130 S ZACK HINTON PKWY
City: MCDONOUGH
Thank you for being our
customer State: GA ZIP/Postal Code: 30253
I confirm I received and agree with the information on Customized Summary.
Customer Name
SONJA MARTIN
Customer Signature
SONJA MARTIN
Customer is unable to sign Date:
03/22/2021
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MKT2073 (SVP 2-21)
A customized summary of your visit
Investment and Insurance Products are:
• Not Insured by the FDIC or any Federal Government Agency
• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name of Wells Fargo Clearing Services,
LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.
Bankers may refer customers to Wells Fargo Advisors for brokerage services and may be compensated for such referrals.
Wells Fargo Advisors offers insurance products through an affiliated nonbank insurance agency (CA license #26-0070024).
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Credit products offered by Wells Fargo Bank, N.A.
© 2018 Wells Fargo Bank, N.A. All rights reserved. NMLSR ID 399801
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MKT2073 (SVP 2-21)
