Work one-on-one with a Financial Advisor
With our premium service option, you’ll meet regularly with a Financial Advisor, who will review your complete financial picture, provide personalized guidance and advice, and implement a financial strategy that goes beyond just investments.
Get help by phone from an advisor
Our phone-based Financial Advisors work as a team to recommend investments based on your current situation, short- and long-term goals, and timeframe. Advisors are available beyond regular business hours, to answer your questions and make changes when needed.
Invest using online tools
WellsTrade® online brokerage accounts include access to investment tools like our Stock, ETF, and Mutual Fund screeners, and more to help you make more informed decisions about your portfolio. You can monitor and manage your investments online — whenever, wherever is most convenient for you.