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Página principalManage your retirement investments with a Wells Fargo Advisors WellsTrade® IRA for $0 per online stock and ETF trade.
With a WellsTrade IRA you'll be empowered to invest the way you want. Wells Fargo Advisors offer Traditional, Roth, and SEP IRAs. With a single sign-on, you can securely access your investment and banking accounts on your computer, tablet, and smartphone and take advantage of Brokerage Cash Services for convenient money movement.
With a WellsTrade brokerage account, you can plan, select, and monitor your investment portfolio with robust tools and independent investment resources — online and by phone 24/7.
You can:
With a single sign-on, you can securely access your Wells Fargo Advisors investment and Wells Fargo Bank banking accounts on your computer, tablet, and smartphone to:
Away from your computer? Use your tablet or smartphone to:
You can also visit the tellers at Wells Fargo branches and make deposits, which are processed through an associated limited-purpose Wells Fargo Bank account in your name.
Stock and ETF trades made online, through your computer, tablet, or smartphone and our automated phone system are $0.
| Transaction or Fee | Online or Automated Telephone Trading |
|---|---|
| Stocks/ETFs | $0 |
| Mutual Funds: No-Load No Transaction Fee | $0 |
| Mutual Funds: No-Load Transaction Fee | $35 |
Your WellsTrade brokerage account gives you access to a powerful collection of Wells Fargo Advisors resources to help you plan your portfolio and select your investments, including:
Our line up of investing tools can help you with your investment selection process.
After you open your WellsTrade brokerage account, you can choose from four easy ways to fund it. Visit our FAQ page for further information.
You can safely and securely transfer funds from a Wells Fargo Bank checking or savings account or from an account at another financial institution to your new WellsTrade brokerage account through Automated Delivery.
Transfers made between existing Wells Fargo Bank accounts can be completed online via the “Transfer & Pay” tab and are generally completed by the next business day. At this time, only personal checking or savings accounts drawn on a U.S. bank that can receive ACH transfers can be used.
Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan. Each option has different advantages, disadvantages, investment options, and fees & expenses which should be understood and carefully considered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.
Complete our Customer Account Transfer form (PDF) and return it to us along with a complete copy of your most recent statement from the other brokerage firm. Transfers are typically completed within 10 business days. You may also transfer your IRA from another firm or roll over assets from qualified employer plans like a 401(k), 403(b), or 457 account into your WellsTrade IRA.
Make your check payable to Wells Fargo Advisors, MAC H0006-085, #1 N. Jefferson Ave., St. Louis, MO 63103.
You will need to contact the other firm to complete their transfer form and provide them with Wells Fargo Advisors Routing Number and your new WellsTrade account number.
Call us 1-877-493-4727
Enjoy the simplicity and control of consolidating multiple IRAs into one.
Options involve risks and are not appropriate for all investors. When you apply for a Wells Fargo Advisors options account, you will receive a copy of the Characteristics and Risks of Standardized Options. You should review this document carefully, and can obtain additional copies by contacting 1-800-872-3377, or the Options Clearing Corporation, 125 S Franklin Street, Suite 1200, Chicago, IL 60606.
Margin borrowing may not be appropriate for all investors. When you use margin, you are subject to a high degree of risk.
Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
$0 per trade is applicable to commissions for online and automated telephone trading of stocks and exchange-traded funds (ETFs). For stock and ETF trades placed with an agent over the telephone, a $25 agent-assisted trading fee is charged. Each trade order will be treated as a separate transaction subject to commission. An order that executes over multiple trading days may be subject to additional commission. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Other fees and commissions apply to a WellsTrade account. For complete information on fees and commissions, refer to the WellsTrade Account Commissions and Fees Schedule. Schedule subject to change at any time.
Availability may be affected by your mobile carrier's coverage area. Your mobile carrier's message and data rates may apply.
Learn more about mutual fund investing (PDF) and learn more about margin borrowing (PDF).
Enrollment with Zelle® through Wells Fargo Online® or Wells Fargo Business Online® is required. Terms and conditions apply. To send or receive money with Zelle®, both parties must have an eligible checking or savings account. Transactions between enrolled users typically occur in minutes. For your protection, Zelle® should only be used for sending money to friends, family, or others you trust. Neither Wells Fargo nor Zelle® offers purchase protection for payments made with Zelle® - for example, if you do not receive the item you paid for or the item is not as described or as you expected. Payment requests to persons not already enrolled with Zelle® must be sent to an email address. For more information, view the Zelle® Transfer Service Addendum to the Wells Fargo Online Access Agreement. Your mobile carrier's message and data rates may apply. Account fees (e.g., monthly service, overdraft, Small Business Account Analysis fees) may apply to Wells Fargo account(s) with which you use Zelle®.
Mobile deposit is only available through the Wells Fargo Mobile® app on eligible mobile devices. Deposit limits and other restrictions apply. Some accounts are not eligible for mobile deposit. Availability may be affected by your mobile carrier's coverage area. Your mobile carrier's message and data rates may apply. See Wells Fargo’s Online Access Agreement and your applicable business account fee disclosures for other terms, conditions, and limitations.
WellsTrade® and Intuitive Investor® accounts are offered through WFCS.
Retirement Professionals are registered representatives of and offer brokerage products through Wells Fargo Clearing Services, LLC (WFCS). Discussions with Retirement Professionals may lead to a referral to affiliates including Wells Fargo Bank, N.A. WFCS and its associates may receive a financial or other benefit for this referral. Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company.
Access to online services may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons.
During times of high volume of trading at the market opening, or intra-day, clients may experience delays in system access, or execution at prices significantly away from the market price quoted or displayed at the time the order was entered.
Information published by Wells Fargo Bank, N.A., Wells Fargo Advisors, or one of its affiliates as part of this website is published in the United States and is intended only for persons in the United States.
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
Zelle® and the Zelle® related marks are wholly owned by Early Warning Services, LLC and are used herein under license.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
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