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Compare Ways to Invest

We understand investing is personal

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WellsTrade® Brokerage Account
Intuitive Investor® Account
Dedicated Financial Advisor
Overview Take control of your investing. Buy and sell stocks, ETFs, and no-load mutual funds online with a WellsTrade brokerage account from Wells Fargo Advisors. Combine digital investing technology with professional advice to help you achieve a diversified portfolio based on your goals.
Work with a dedicated financial advisor to develop a personalized investment strategy to help you reach your goals.
Minimum initial investment


Varies, from $100,000
Online account access and service
Yes Yes
Personalized investment advice
Phone-based team of advisors available for guidance and questions Dedicated advisor to help with customized planning and investing in person or by phone
Research tools and market news
Additional services
Daily automatic account monitoring and rebalancing
Envision® investment planning, account monitoring and rebalancing

$0 online stock and ETF trades (excluding penny stocks)

Fees and commissions

0.35% (0.30% for Wells Fargo Bank Portfolio by Wells Fargo® customers)

Fee schedule (PDF)

Fees vary based on your relationship services and account types

Fees and commissions

Typical investor profile
Do-it-yourself investors seeking a low-cost, online brokerage account to manage their own investments
Investors looking for an automated diversified portfolio with ongoing account monitoring and rebalancing
Our highest level of service and support, for investors looking for a fully customized investment experience.
Next steps

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Open an Account

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Start Questionnaire

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Contact an Advisor

Need help deciding what’s right for you?

Give us a call at 1-866-243-0931.

We monitor the individual funds in your portfolio and adjust them as necessary to stay on track.