Quote Originally Posted by Goldi View Post
FYI on Wells Fargo. You do not have to close an account and re-open another. What you need to do is to go to a branch other than the branch where you opened the account and tell them you need to make signature modifications on your account and need it done on paper, not electronically. Then you tell the bank employee that you will need a copy of the new signature card. Chances are good you will be asked to fill out a new account application, using all the old acct info. When asked what that means above the signature I tell them my financial advisor has recommended I do that for tax purposes. That shuts 'em down pretty quick.

Brilliant! Thank you.