Investment Strategies and Services | Wells Fargo Advisors

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Investment Services

Your goals, your style

Whatever your financial vision, we’re here to help – in a way that works for you.

Hands-on control with online trading

Prefer to invest on your own? A WellsTrade® online brokerage account provides:

  • Research and insights
  • Helpful tools and screeners
  • Easy account access

$0 minimum to open account

$0 per online stock and ETF trade

WellsTrade Online Brokerage

Automated investing with personal guidance

Know you need to invest, but need a little help? Intuitive Investor® from Wells Fargo Advisors gives you a simple way to invest on autopilot.

  • No maintenance portfolios, recommended to you based on your unique needs
  • Professional advice at no extra cost

$5,000 minimum investment

0.35% annually

Intuitive Investor

A one-on-one relationship with a dedicated advisor

Need personal attention? A financial advisor from Wells Fargo Advisors can work with you to build a plan designed around you for the life you want.

  • Personalized investment planning and guidance
  • Customized investment strategies

Talk with a financial advisor to learn more

Wells Fargo Advisors

Not sure which one's the best fit? Compare Ways to Invest
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.

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.