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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.
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
- Sign on to your Wells Fargo account to answer a few questions about your investment goals, appetite for risk, and timeframe.
- View your recommended investment portfolio – based on your responses to our questions.
- Open an online account.
- 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 for more details.
