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Compare Ways to Invest

When it comes to investing, you may prefer working with a Financial Advisor, investing on your own online, or something in between. We can help you select the level of guidance and control you need. Compare these investing options.

Invest in Person with Wells Fargo Advisors

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Invest Online with WellsTrade® Brokerage

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Invest in Managed Portfolio Solutions from Wells Fargo Advisors

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What do I get?
A dedicated relationship with one of 15,000 local Financial Advisors, who specialize in investment and retirement planning
For self-directed investors, the ability to trade stocks, ETFs, mutual funds, and more. Plan, select, and monitor your investment portfolio with robust tools and independent investment resources — online and by phone 24/7 with a WellsTrade® brokerage account.
The entire team at Wells Fargo Advisors is dedicated to providing professional advice and guidance to help you reach your financial goals. The solutions include both mutual funds recommended by FundSource® and Allocation Advisors Strategic Exchange Traded Funds (ETFs).
  • A comprehensive analysis of your current financial health and discussion of your goals
  • An investment plan designed to help you succeed; adjustments when your situation changes
  • One-to-one relationship with ongoing communications, reviews and checkpoints

  • Online equity, ETF, mutual fund, and options trading
  • Easy, automatic funds transfer between your bank and brokerage accounts
  • Suite of tools, screeners, and alerts.
  • The Wells Fargo Advisors Mutual Fund Screener tool 

  • A professionally managed portfolio of mutual funds or ETFs
  • A disciplined framework for implementing an investment strategy based on your goals and risk tolerance
  • Professional portfolio management, including asset allocation decisions, security selection, and ongoing portfolio monitoring

Account types and services
  • Account services that complement the investment planning process
  • Advisory services 
  • Business services
  • Access to lending services through our Wells Fargo affiliate 
  • Education funding
  • Estate strategies and trusts
  • Broad range of investment products
  • Retirement planning
  • Retail brokerage
  • Traditional, Roth, Rollover and SEP IRAs
  • Education savings accounts
  • Custodial Accounts (UTMA/UGMA)

  • Retail brokerage
  • Traditional, Roth, Rollover, and SEP IRAs
  • Custodial Accounts (UTMA/UGMA)
  • Wells Fargo Advisors managed portfolio products

Investment or relationship threshold
Varies, from $100,000
$0 minimum
$25,000 minimum per account
  • In-person access to a local Financial Advisor with a full support team 
  • Online access to view your account and your Envision® Plan
  • Mobile access for account information on the go
  • Online access to your account with single sign on for Wells Fargo
  • 24/7 customer support team

  • Telephone access to a team of investment professionals
Varies based on relationship, services, and account types
An annual fee based on assets under management

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

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.

Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options.” This document is available here. Please read it carefully before investing.

Investment Advisory programs are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. Minimum account sizes apply.

What you should know about mutual funds before you buy