Wells Fargo Retail Services

The login page provides you to access to the Online Resource Center, the ability to create a new username, set up your first time password and reset your password. If you have an established Username you may access the Online Resource Center by entering your username and password in the appropriate boxes and then selecting the Sign on button.

You will receive your password in an email from Wells Fargo Retail Services after you complete the required training. Keep this email for your records in case you should encounter any problems.

Go to “Create a New Username”. Enter your merchant number and set-up password that you received via email from Wells Fargo Retail Services. Then enter your requested username. Follow the instructions on the next step to enter your contact and training preferences. You will then be prompted to go through the secure validation process to set your first password and be logged in.

Secure validation is a necessary step to reset your password. When you login for the first time, you will receive a validation code by email or by phone (voice or text) to verify your contact information and complete the password reset process.

If you forget your password, the secure validation process allows you to verify your identity using a code you receive by email or by phone (text or voice). Verifying your identity ensures your security and saves your contact information for account access.

For security purposes, your validation code is only valid for 8 minutes. If you have not validated the code after 8 minutes, you must request a new code or contact support to complete the process.

If you forget or want to change your password, go to the login page and select “Forgot password”. You will be prompted to enter your Username and complete the secure validation process. Once you complete secure validation, you will create a new password. Note: You can only change your password once every 24 hours.

For security purposes, passwords are valid for a limited time. Prior to your password expiring, you will see a prompt to change your password.

You will be prompted to reset your password starting 10 days before it expires, and throughout the allotted grace period. If at the end of the grace period you still have not reset your Password, your Username will be disabled. To restore access to your account, you must contact your Client Processing at 1-800-551-5111 team for further assistance.

If you have a username and have not logged in since 9/27/2018 you may need to generate your new initial secure validation password. Please follow the steps listed under the “What is First-time login?” section. If this does not work you may have a disabled user name.

Your username may be disabled if:

• You have made multiple unsuccessful attempts to login
• Your password has expired
• We are missing contact information for your username

If your Username has been disabled or you have forgotten your ID, contact Client Processing at 1-800-551-5111 for further assistance.

If you have a new User name and have not logged in before, you will need to set up your password by selecting the ‘First-time Login’ button. After selecting 'First-time Login' please follow these steps:

Step 1: Enter your Username, Contact Method, phone number or email address and select the "Send Code Now" button.

Step 2: You will be sent a validation code to the contact method you selected, retrieve that code.

Step 3: Enter your validation code. If you do not receive your validation code within 2 minutes, select have a new Validation Code sent. Enter the validation code within 8 minutes of receipt.

Step 4: Create a new password, following the password criteria.

Go to the My Profile tab within the Online Resource Center and select Manage Users and Email Preferences.

To add a user, select the Add User button and enter the username, temporary password, contact information and other required info. Select the roles you would like the user to have within the Online Resource Center as wells as email preferences if you want the user to get communications not related to passwords management.

Go to the My Profile tab within the Online Resource Center and select Manage Users and Email Preferences. From this page, select the user, the arrow to the right, or select within the First Name, Last Name, Company Position, Email, or Status fields. Once you have selected a specific user, edit the appropriate information. Please note there is no save button; the information is automatically saved after you enter it in each field. To close a user account, change the Status field to Closed.

Your password is good for 90 days.

To access the site quickly, right click (or use the keystroke combination of Shift + F10) anywhere on your desktop screen and select "new" on the menu. From this menu select "shortcut" and type in the box http://retailservices.wellsfargo.com Follow the screen prompts to create a new icon on your desktop that gives you direct access to the site.