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Wells Fargo
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Notes Activity gsheet in FINANCE/Banking/Wells Fargo
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Account statement
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1099-INT/1099-DIV (if applicable)
No annual document on file
Guidance
Expedia 401(k) Rollover to Schwab
Complete direct trustee-to-trustee rollover workflow: transfer Expedia 401(k) from Fidelity to Schwab Rollover IRA, verify pro-rata compliance, and document for tax reporting.
Irvine Property Funding Deposit Workflow
Complete workflow to deposit funds from Titan SDIRA account into Horizon Trust custodian for the Irvine property investment. Prerequisite: Lord Farquaad SDIRA LLC must be reinstated.
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CLI alternative
pam share create --entity "Wells Fargo"
Web-based delegation with per-agent authorization coming in TOTEM (Q3 2026)