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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.

Features
WellsTrade® Brokerage Account
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Intuitive Investor® Account
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Wells Fargo Advisors
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An online brokerage account for managing your own investments, including making low-cost trades A diversified portfolio by combining tech-powered investing with professional guidance and proactive account monitoring
Ability to work with a Financial Advisor who will develop a personalized investment strategy based on your goals

Online and mobile access to your account
Yes
Yes
Yes
Investment research and market tools
Yes

Yes
Personalized investment advice

Yes
Yes
Account monitoring & rebalancing

Yes
Yes
Work with a financial advisor over the phone

Yes
Yes
Work with a dedicated financial advisor in person


Yes

Personalized Envision Planning


Yes

Fees

$5.95 online trades

Wells Fargo Bank Portfolio by Wells Fargo® customers $2.95

Fees and commissions

0.50% annual advisory fee (PDF)

Wells Fargo Bank Portfolio by Wells Fargo® customers 0.40%

Varies based on your relationship services, and account types

Minimum initial investment
None
$10,000

Varies, from $100,000

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