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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 simple, easy way to get investment advice and ongoing portfolio management through an online platform with advice from a financial advisor if and when you need it. With low-cost investing and automated portfolio rebalancing.
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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 equity and ETF trades (excluding penny stocks) 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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