IRA – Full Service Brokerage

At Wells Fargo, our Full Service Brokerage Individual Retirement Account (IRA) lets you invest with guidance from experienced financial professionals, allowing you to design the investment strategy that suits you best.

Overview
Partner with a financial advisor who will work with you one-on-one to create customized strategies driven by your unique retirement goals and needs.
Types of IRAs
Traditional IRA, Roth IRA, Rollover IRA, Inherited IRA, Spousal IRA, Simplified Employee Pension (SEP) IRA, and Savings Incentive Match Plan for Employees (SIMPLE) IRA
Benefits

Personalized

An experienced financial advisor will work with you to help you identify your retirement goals, develop personalized recommendations and strategies you can follow, and select investments that are right for you.

Control

Get a clear view of your finances by accessing your Full Service Brokerage IRA balances and other Wells Fargo accounts online – all with just one password.

Choice

With a Full Service Brokerage IRA, you and your financial advisor can choose from a wide range of investment solutions specifically designed for your retirement needs, including stocks, bonds, mutual funds, Exchange-Traded Funds (ETFs), annuities, and more.

Key features
  • Review potential and current investment holdings with mutual fund and stock screeners, company snapshots, and in-depth mutual fund and stock profiles.
  • Monitor the market and your investments using leading independent research and educational resources, including market commentaries, profiles, and S&P stock reports.
  • Cut back on paperwork and filing with convenient online statements and transaction confirmations.
  • Enjoy the convenience of making contributions and distributions online.
  • Stay up to date with our quarterly private client newsletter.
Minimum initial investment
$1,000
Commissions and fees Commissions are charged on a per-transaction basis and are based on the amount of account assets, including stocks, mutual funds, and fixed income. Download our fee schedule (PDF*) to learn more.
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Call us 1-877-493-4727

Mutual funds available without transaction fees may change at any time without notice. Therefore, any mutual funds purchased without a transaction fee may be subject to a transaction fee for subsequent purchases or upon liquidation.

Exchange Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.