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Your mobile carrier's message and data rates may apply.Bring your ID and have your appointment confirmation number ready, if needed. You do not need to bring any other documents with you. If you have specific questions regarding your accounts or banking relationship, feel free to bring those documents with you to assist the banker in answering your questions. To open a checking account, you will ...Is it time to buy big financial institutions, or even small banks?...GS Since most of our readers are investors, it makes sense that I'm getting questions about specific banks and ...To send or receive money with a small business, both parties must be enrolled with Zelle ® directly through their financial institution’s online or mobile banking experience. For more information, view the Zelle ® Transfer Service Addendum to the Wells Fargo Online Access Agreement. 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