Compare Ways to Invest in Mutual Funds

Fund features

Independently with a WellsTrade® brokerage account

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Directly with Wells Fargo Advantage Funds®

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With guidance from a full-service brokerage account

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Designed for customers who want to:
Invest online independently with full access to the markets.
Invest directly with guidance in no-load mutual funds.
Work with an investment professional.
Investment products available
Mutual funds (including Wells Fargo Advantage Funds and mutual funds from other leading companies), stocks, bonds, exchange-traded funds, options
Wells Fargo Advantage Funds — more than 40 no-load funds Mutual funds, stocks, bonds, exchange-traded funds, options, initial public offerings, unit investment trusts, annuities, foreign securities
Minimum account size
$1,000
$1,000 for IRAs and $2,500 for regular accounts
As low as $1,000, depending on the type of brokerage account
Account types
Retail brokerage, Traditional IRA, and/or Roth IRA accounts
Regular accounts, IRAs, UGMA/UTMA accounts, trusts, education savings accounts
Full-service brokerage
Account features
  • Online trading and account viewing through wellsfargo.com
  • Portfolio monitoring tools to track your account’s gains or losses
  • Account alerts to monitor the status of your balances, trades , and transfers and to create watch lists
  • Margin borrowing with competitive rates
  • The ability to earn interest on your uninvested cash balances with the Wells Fargo Advisors Bank Deposit Sweep
  • The option to transfer money between banking and investment accounts
  • Online trading and account viewing at the Wells Fargo Advantage Funds website
  • Portfolio Tracker and planning tools
  • Comprehensive mutual fund profiles with Morningstar® ratings
  • Screeners and research tools
  • Market insights and commentary from fund managers
  • The option to transfer funds to and from your bank account
  • Online account viewing through wellsfargo.com
  • Development of a shared vision of your complete financial future using the Wells Fargo Advisors Envision® planning process
  • Investment advice on saving for retirement, funding your child’s education, growing your business, or planning your estate
  • A relationship with one of 15,000 financial advisors based in communities in all 50 states or a team of experienced phone-based financial advisors
  • The option to transfer funds to and from your bank account
Fees

Invest online for $8.95 per equity or ETF trade (excluding penny stocks).

Qualify for a discounted rate of $6.95 per equity or ETF trade (excluding penny stocks) when your WellsTrade brokerage account is linked to the PMA® Package., No transaction fee on Wells Fargo Advantage Funds. See all commissions and fees.

No load and no transaction fees.
Fees vary. Full-service brokerage account fee schedule (PDF*)
Get started

Open a WellsTrade Account

Or, call 1-866-243-0931

Apply for a Wells Fargo Advantage Funds Account

Or, call 1-800-233-5790

Schedule a consultation

Or, call 1-866-243-0931

Looking for a managed portfolio?

Wells Fargo offers Managed Portfolio Solutions that may be right for your investment goals.

Mutual fund investing involves risks, including the possible loss of principal. Consult a fund's prospectus for additional information on risks.

This website is accompanied by current prospectuses for Wells Fargo Advantage Funds.

Uniform Gifts to Minors Act (UGMA) and Uniform Transfers to Minors Act (UTMA) accounts allow adult custodians to invest under a child's name.