Wells Fargo Customer Relationship Program ─ Explore Benefits

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Explore Benefits

Portfolio by Wells Fargo®

Link your accounts to enjoy a higher level of service and more benefits and rewards.

Portfolio by Wells Fargo®

The Portfolio by Wells Fargo program is based on the combined qualifying balances of your linked eligible accounts. The higher your balances, the more benefits you can take advantage of. As your balances grow, you’ll enjoy the benefits and rewards that come with Portfolio by Wells Fargo.

Note: Not all Portfolio by Wells Fargo Plus benefits are available during the first statement period that the qualifying statement-ending balance is $250,000 or more.

Fee waivers

Save with fee waivers on many common banking services, including unlimited waived monthly service fees on select checking and savings accounts.,

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Unmatched convenience

Enjoy a higher level of service from the Wells Fargo Premier Banking TeamSM, access your money at more than 13,000 ATMs and approximately 5,400 branches, or bank with us anytime, anywhere with your digital device.

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Preferred interest rates

Receive discounts on qualifying new loans and lines of credit, plus bonus interest rates on select savings accounts.,

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Rewards bonus

Earn an annual relationship bonus (in rewards points) when you link the Wells Fargo Propel World American Express® credit card to the program.

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Get started with Portfolio by Wells Fargo®

The foundation of this program is a Wells Fargo Portfolio Checking account.

Common account fees

The Portfolio by Wells Fargo® program has a $30 monthly service fee, which can be avoided when you have one of the following Portfolio by Wells Fargo qualifying balances: $25,000 or more in qualifying linked bank deposits (checking, savings, time accounts (CDs), FDIC-insured IRAs), OR $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, certain mortgages not eligible).

Learn about the common account fees for the Wells Fargo Portfolio Checking account. View Account Fees (PDF)

Get a higher level of benefits.
Open a Portfolio by Wells Fargo program. Open Now
Call the Wells Fargo Premier Banking TeamSM at 1-877-302-3767