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
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WellsTrade® Brokerage Account – Invest Online
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Intuitive InvestorSM Account – Get a Tech-Powered Portfolio
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Wells Fargo Advisors – Work One-on-One With an Advisor
Learn More |
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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
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$5.95 online trades Wells Fargo Bank Portfolio by Wells Fargo® customers $2.95 |
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 |
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