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How to avoid the monthly service fee for Portfolio by Wells Fargo®

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You can avoid the $30 monthly service fee when you have one of the following Portfolio by Wells Fargo statement-ending qualifying balances:

  • $25,000 or more in qualifying linked bank deposits: checking, savings, time accounts (CDs), and FDIC-insured retirement accounts
  • $50,000 or more in qualifying linked bank, brokerage (available through our brokerage affiliate, Wells Fargo Advisors®), and credit balances (including 10% of mortgage balances)

Effective May 28, 2021, the monthly service fee for the Portfolio by Wells Fargo program will be lowered to $25. You can avoid the fee with $20,000 or more in statement-ending qualifying linked bank deposit account balances (checking, savings, time accounts (CDs), FDIC-insured IRAs) and investment account balances (brokerage available through our brokerage affiliate Wells Fargo Advisors, Investment and Fiduciary Services, annuities, and foreign exchange).

All credit accounts will be de-linked from the Portfolio by Wells Fargo program and credit balances (including 10% of mortgage) will no longer be included in the statement-ending qualifying balance.