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WellsTrade® IRA

Whether you're an experienced investor or just starting out, you can build your retirement portfolio with the help of our robust online tools, calculators, and resources.
Types of IRAs
Traditional IRA, Roth IRA, Rollover IRA, Inherited IRA, SEP (Simplified Employee Pension) IRA


Manage your account online and receive around-the-clock phone assistance from experienced retirement professionals.


Get a clear view of your finances by accessing your Wells Fargo Bank and WellsTrade balances online — all with just one password.

Bonus feature
Get a discounted rate of $6.95 per online trade , , simply by linking your WellsTrade account to a Wells Fargo PMA® Package , our premium relationship package.
Available investment opportunities
  • Make well-informed decisions using leading independent research and education, including market commentaries, profiles, and S&P stock reports.
  • Access Mutual Fund, Stock, and Bond Centers with powerful search tools to help you identify investment opportunities.
  • View Morningstar mutual fund ratings.
  • Stay on top of your account’s gains or losses with portfolio monitoring tools and alerts.
  • Cut back on paperwork and filing with convenient online statements and transaction confirmations.
Minimum initial investment
Commissions and fees
  • When linked to a Wells Fargo PMA Package: you’ll get a discounted rate of $6.95 per online trade
  • Without a Wells Fargo PMA Package: $8.95 per trade

For more details, please consult our overview of all commissions and fees.

We’re here to help Open Online

Call us 1-877-851-9607

A pre-screened list of no-load mutual funds based on objective criteria to help make investment selection easier and available for purchase in a WellsTrade account