Margin borrowing may not be suitable for all investors. When you use margin, you are subject to a high degree of risk. Market conditions can magnify any potential for loss. The value of the securities you hold in your account, which will fluctuate, must be maintained above a minimum value in order for the loan to remain in good standing. If it is not, you will be required to deposit additional securities and/or cash in the account or securities in the account may be sold. Please carefully review the margin agreement, which explains the terms and conditions of the margin account, including how the interest on the loan is calculated.
Discounted flat rate commissions as follows: $2.95 per trade when your Wells Fargo Advisors WellsTrade account is linked to your Wells Fargo Bank Portfolio by Wells Fargo program. Unlimited $2.95 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 Annual Fee is waived regardless of Portfolio by Wells Fargo balances when your WellsTrade account is linked to your Portfolio by Wells Fargo program as of June 30 of each year. If the Portfolio by Wells Fargo program 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 program 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) 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.
Investment 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.
WellsTrade® brokerage accounts are offered through WFCS.
Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company.
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.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
