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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 – Invest Online
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Intuitive InvestorSM Account – Get a Tech-Powered Portfolio   
Learn More

Wells Fargo Advisors – Work One-on-One With an Advisor
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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

$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