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| Features | 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 | $0 | $5,000 | Varies, from $100,000 |
| Online account access and service | Yes | Yes | Yes |
| Personalized investment advice | N/A | 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 | Yes | Yes | Yes |
| Additional services | N/A | Daily automatic account monitoring and rebalancing | Envision® investment planning, account monitoring and rebalancing |
| Fees | $0 online stock and ETF trades (excluding penny stocks) | 0.35% (0.30% for Wells Fargo Bank Portfolio by Wells Fargo® customers) | Fees vary based on your relationship services and account types |
| 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 |
Need help deciding what’s right for you?Give us a call at 1-866-243-0931.
$0 per trade is applicable to commissions for online and automated telephone trading of stocks (excluding penny stocks) and exchange-traded funds (ETFs). For stock and ETF trades placed with an agent over the telephone, a $25 agent-assisted trading fee is charged. Each trade order will be treated as a separate transaction subject to commission. An order that executes over multiple trading days may be subject to additional commission. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Other fees and commissions apply to a WellsTrade account. For complete information on fees and commissions, refer to the WellsTrade Account Commissions and Fees Schedule. Schedule subject to change at any time.
When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Portfolio by Wells Fargo program, your Intuitive Investor account advisory fee is discounted to 0.30%, instead of the standard advisory fee of 0.35%. The advisory fee discount will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Portfolio by Wells Fargo program. If your Intuitive Investor account is not linked to a Wells Fargo Bank Portfolio by Wells Fargo program within 90 days, the discounted advisory fee will no longer apply, and the standard advisory rate of 0.35% will apply. If the Wells Fargo Bank Portfolio by Wells Fargo program is terminated, the discounted advisory fee will discontinue and revert to the current applicable advisory fee. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Bank Portfolio by Wells Fargo program advisory fee discount. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC. For complete fee information, refer to the Intuitive Investor fee schedule (PDF). For questions about the Portfolio by Wells Fargo program, call the Premier Banking Team at 1-800-742-4932.
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.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
WellsTrade® and Intuitive Investor® accounts are offered through WFCS.
CAR-0720-02292
We monitor the individual funds in your portfolio and adjust them as necessary to stay on track.
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