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Investing With Wells Fargo

Working with you now and over time to reach your goals

With Wells Fargo, choose the investing approach that suits you best

Why invest with Wells Fargo?

Investing is about reaching your goals: planning for retirement, paying for a college education, providing for your family, and the future. We want to satisfy all of our customers’ financial needs and help them succeed financially. Doing that means offering you options in how you work with us.

Invest with guidance

The professionals at Wells Fargo Advisors take the time to understand your goals, then help you select your path.

Invest online

With a WellsTrade® online brokerage account offered through Wells Fargo Advisors, you’ll have the freedom to trade independently with confidence, using our tools, research and resources to help you make informed investment decisions.

Invest in mutual funds 

Wells Fargo Advisors offers mutual fund investing solutions to help meet your short- and long-term goals. You’ll benefit from simplicity, affordability, and professional management of the funds.

Wealth Management at Wells Fargo

The Private Bank, Abbot Downing, Wells Fargo Advisors

Clients with complex wealth management needs find solutions with a broad range of offerings. From investments and estate planning, to trust administration and private foundation management, we are dedicated to helping you achieve your goals:

  • The Private Bank is dedicated to understanding you and your goals. Based on what you want to achieve, we’ll bring together a team of professionals for your investment, trust, credit, banking, or other financial needs. We work with you to create a plan that we'll revisit regularly to help get you to where you want to be.
  • Abbot Downing serves a select number of individuals and families, as well as foundations and endowments, to help preserve and grow assets while building legacies across generations. We go beyond traditional financial services—addressing the financial, social, and personal dimensions of unique wealth.
  • Wells Fargo Advisors provides asset management, investment services, portfolio analysis and monitoring, and more. Our Financial Advisors have the experience and resources to develop investment and retirement plans that are easy to understand and monitor. You can get advice based on your specific needs, including an Envision® Investment Plan.

Mutual funds and Exchange Traded Funds (ETFs) are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling your financial advisor. Read the prospectus carefully before you invest.

Visit our Mutual Funds Center to learn more about investing in Mutual Funds. Resources include: a guide to investing, a viewable listing of the entire Wells Fargo Advisors fund families, a prescreened list of no-load funds based on objective criteria to simplify research, a WellsTrade® demo, and a Power of Compounding calculator.

What you should know about mutual funds before you buy