THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: June 21, 2010 09:06 AM Monday; Rod Welch

Letter to Bryant at Wells Fargo on issues from checking savings accounts.

1...Summary/Objective


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CONTACTS 

SUBJECTS
Wells Fargo Action Items PIN Number Pending Receipt in Mail ATM Serv

3003 -
3003 -    ..
3004 - Summary/Objective
3005 -
300501 - Follow up ref SDS 5 0000. ref SDS 3 0000.
300502 -
300503 -
300504 -
300506 -  ..
3006 -
3007 -
3008 - Progress
3009 -
300901 - Background...
300902 -
300903 - On 100610 Bryant assisted in opening Wells Fargo checking account,
300904 - that includes ATM services. ref SDS 3 CR7J
300906 -  ..
300907 - On 100617 1404 received check card for ATM, ref SDS 5 058G, with
300908 - instructions to activate using PIN number that will be submitted by
300909 - mail. ref SDS 5 5M5K
300911 -  ..
300912 - As of today, have not received Wells Fargo PIN number for ATM check
300913 - card.
300915 -  ..
300916 - Submitted letter to Bryant at Wells Fargo asking...
300917 -
300918 -    1.  Subject: Wells Fargo Accounts Pending Action Items
300919 -        Date: Mon, 21 Jun 2010 09:35:05 -0700
300926 -         ..
300927 -    2.  Thanks for support on 100610, setting up new accounts with
300928 -        Wells Fargo.  Look forward to rewarding business relationship.
300929 -        ref SDS 3 KD5I
300931 -         ..
300932 -    3.  There are two action items pending on the accounts...
300934 -             ..
300935 -        1.  On 100614, I called and got an RTN for setting up automatic
300936 -            deposits from the VA.  The VA account manager said the RTN
300937 -            was incorrect, and so used the RTN for the checking
300938 -            account.  He said to let him know if this was a mistake.
300939 -            ref SDS 4 939L
300940 -
300941 -               [On 100623 1244 Bryant at Wells Fargo confirms that RTN
300942 -               for checking account is good for VA direct deposit to
300943 -               savings account. ref SDS 6 7X6H
300945 -             ..
300946 -        2.  On 100617, received ATM card.  Instructions say to activate
300947 -            immediately, but this requires a PIN number received in the
300948 -            mail; however, as of today, have not received a PIN number.
300949 -            ref SDS 5 5M5K
300950 -
300951 -               [On 100623 1244 letter from Wells Fargo Bryant
300952 -               clarifies that ATM "password" is the same as "PIN
300953 -               number," and so was able to activate check card.
300954 -               ref SDS 6 4P62
300956 -         ..
300957 -    4.  Can you advise on these issues?
300959 -         ..
300960 -    5.  Again, Millie and I greatly enjoyed working with you.
300961 -
300968 -
300969 -
300970 -
300971 -
300972 -
300973 -
300974 -
300975 -
3010 -