IRA – Full Service Brokerage

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

Overview

Partner with a Wells Fargo Advisors 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, Inherited 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 strategies specifically designed for your retirement needs, including stocks, bonds, mutual funds, Exchange-Traded Funds (ETFs), annuities, and more.

Key features

• Research and identify potential and current investment holdings with mutual fund and stock screeners, and access 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 online statements and transaction confirmations.
• Enjoy the convenience of making contributions online.
• Stay up to date with our quarterly private client newsletter.

Minimum initial investment

$10,000

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. 

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.