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

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)