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 || |
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.
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.
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 || |
|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.|
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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.