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Automated Investing with Intuitive Investor®

Simplified investing – with a personal touch

No picking stocks or timing the market.
We do it all for you.

Automated investing, plus human advice

With Intuitive Investor, you’ll get a diversified portfolio based on your investing goals. 

Our technology balances and maintains your portfolio over time, so you don’t have to. If you have questions, you can also get expert advice when you need it.

See How It Works

No commitment needed

Why Intuitive Investor?

Diversified to help reduce risk 

Each portfolio invests your money into a variety of funds. This helps ensure no matter what the market does, your eggs aren’t in one basket.

Matched with your investing style 

We’ll recommend a diversified portfolio based on your responses to a few simple questions.

Easier with automation 

We’ll monitor your account daily, and make sure your investments stay balanced to help you meet your goals.

No extra cost for professional advice 

Have questions? A licensed financial advisor is just a phone call away.

Upfront pricing, no hidden fees
0.35% Annual Fee | $5,000 Minimum Investment

You may qualify for a discount if linked to your Wells Fargo Bank Portfolio by Wells Fargo® program.

Satisfaction Guarantee
If you’re not happy with the first 90 days, you’ll get your paid 0.35% advisory fee back.

Get started investing in minutes

  1. Sign on to your Wells Fargo account to answer a few questions about your investment goals, appetite for risk, and timeframe.
  2. View your recommended investment portfolio – based on your responses to our questions.
  3. Open an online account.
  4. Sign your account documents and fund your account with at least $5,000 within 180 days.

That’s it! We’ll take it from there. The built-in technology will help keep your account on track and keep you informed of your progress.

What’s more, you can view all your Wells Fargo accounts in one place with a single sign-on.

See our FAQs and fee schedule (PDF) for more details.

Still have questions?

Call Us

Speak with an advisor:
Mon – Fri: 8 am – 8 pm
Eastern Time

Let Us Contact You

Have an advisor call you back about your investing options.

Get a call back

Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested