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

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

The Portfolio by Wells Fargo program has a $25 monthly service fee. The fee can be avoided each fee period 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 & Fiduciary Services, annuities,, and foreign exchange).


Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested