Investment Strategies and Services, Investing Money - Wells Fargo Advisors

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Investment Services

Invest with an Intuitive Investor® account

Merging smart technology with human guidance

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Investing is about your financial goals: retirement, paying for college, or just providing for your family. From full-service financial advisors to do-it-yourself online investing, we have options specifically designed to fit your needs.

Invest directly online

Online investing provides a flexible solution – whenever and wherever you need it. With a WellsTrade® online brokerage account, you’ll have research tools to help you make more informed decisions and the freedom to trade independently.

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Get automated investing

The Intuitive Investor® account gives you a diversified portfolio by combining tech-enabled investing with professional guidance. We’ll proactively monitor your account to help you stay on track toward pursuing your investment goals. 

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Work with an advisor

Working with a financial advisor can offer personalized, professional guidance to help you reach your investment goals. In person or by phone, the financial advisors at Wells Fargo Advisors take the time to understand your complete financial picture and tolerance for risk — and provide advice to help you manage all elements of your financial life.

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Need help? Call us at 1-866-243-0931

New to investing?

With Wells Fargo Advisors, investing doesn’t have to be confusing.
Learn the basics first.

Wealth and Investment Management at Wells Fargo

The Private Bank, Abbot Downing, Wells Fargo Advisors

Clients with complex wealth management needs have access to a broad range of offerings. From investments and estate administration and settlement, 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, and developing custom solutions that align your financial plan with your values. Based on the goals you want to pursue, we'll bring together a team of professionals to help you manage your wealth, transition your business or estate, or assist you with strategies designed to make a positive impact on the world.
  • Abbot Downing serves the needs of ultra-high-net-worth multigenerational families, family offices, 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, planning, 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® 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.