Discounted flat rate commissions as follows: $6.95 per trade when your Wells Fargo Advisors WellsTrade account is linked to your Portfolio by Wells Fargo relationship. Unlimited $6.95 trades can be applied to commissions for online and automated telephone trading of stocks (excluding Penny Stocks) and exchange-traded funds. Each trade will be treated as a separate transaction, except in the case of commissions for multiple trades in the same security executed on the same side of the market on the same day, which will be aggregated. WellsTrade household minimum balance fee is waived regardless of Portfolio by Wells Fargo balances when your WellsTrade account is linked to your Portfolio by Wells Fargo relationship as of June 30 of each year. If the Portfolio by Wells Fargo relationship is terminated, the commission discount for trades will discontinue and revert to the current applicable commission rate. Other fees and commissions apply to a WellsTrade account. For complete information on fees and commissions refer to the WellsTrade Account Commissions and Fee Schedule. Schedule subject to change at any time.
The Portfolio by Wells Fargo relationship has a $30 monthly service fee, which can be avoided when you have one of the following Portfolio by Wells Fargo statement ending balances: $25,000 or more in qualifying linked FDIC-Insured accounts, OR $50,000 or more in qualifying linked bank, brokerage (available through our brokerage affiliate Wells Fargo Advisors, LLC) and credit balances (including 10% of mortgage balances, certain mortgages not eligible).
Mutual fund investing involves risk. The investment return and principal value of your investment will fluctuate and your shares, when redeemed, may be worth more or less than their original cost.
Envision® is a registered service mark of Wells Fargo & Company and used under license.
Brokerage 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 and is intended only for United States residents. WellsTrade® brokerage accounts are offered through WFCS.
This website is for information purposes only and is not intended as a solicitation to sell or buy any security. Wells Fargo Funds are offered by prospectus and only to residents of the United States. Wells Fargo does not control or endorse and is not responsible for third-party websites to which this site links.
Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Managed Account Services and Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, an affiliate of Wells Fargo & Company.