Full Service Brokerage IRA - Wells Fargo

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IRA – Full Service Brokerage

At Wells Fargo Advisors, the Full Service Brokerage Individual Retirement Account (IRA) lets you invest with personal guidance from a professional financial advisor - the highest of our three service levels.

Overview

Work 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. Your financial advisor will help you design an overall retirement plan by working with you to clearly define your goals and determine which are most and least important to you. He or she will then help incorporate your IRA, along with your other retirement savings, such as your employer-sponsored 401(k) or 403(b), into your plan.

Types of IRAs

Your financial advisor will help decide which type of IRA is appropriate for you: Traditional IRA, Roth IRA, Inherited IRA, Savings Incentive Match Plan for Employees (SIMPLE) IRA, or Simplified Employee Pension (SEP) IRA.

Benefits

Professional Advice. Whether you're a new or experienced investor, working with a professional financial advisor can help you stay on track toward your retirement goals, regardless of the changes that occur in your life or what happens with the markets.

Easy Access. Together, you and your financial advisor can decide how you want to stay in contact (phone, email, etc.). In addition, whenever you want a clear view of your finances, you can access your Full Service Brokerage IRA and other Wells Fargo accounts online – all with just one password.

Investment Choices. Wells Fargo Advisors offers a wide range of investment alternatives, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), annuities, advisory accounts, and more for you and your financial advisor to choose from.

Online convenience. You can easily make contributions online and take advantage of online statements and transaction confirmations to cut back on paperwork and filing.

Added features

  • Insights on a broad range of topics in our online Lifescapes newsletter.
  • Access to mutual fund and stock screeners, company snapshots, market commentaries, and reports.

Commissions and fees

Commissions are charged on a per-transaction basis. Advisory account fees are based on the value of account assets. Your financial advisor can provide additional information. 

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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.