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Select Your Rollover Account

Features
Full Service Brokerage IRA  
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Intuitive InvestorSM IRA
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WellsTrade® IRA
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Ability to work with a Financial Advisor who will develop a personalized investment strategy based on your goals.
A diversified portfolio by combining tech-powered investing with professional guidance and proactive account monitoring
An online brokerage account for managing your own investments, including making low-cost trades
Account monitoring and rebalancing
Yes
Yes

Access to either full-service investment advice or to guidance
Yes
Yes

Access to no-load mutual funds including target date funds


Yes
A variety of investment options (such as stocks, bonds, mutual funds, ETFs)
Yes

Yes
Minimum opening deposit
$10,000
$10,000
$0
Account fee
$100 or $150 per household with ways to waive
All account advisory services included in your 0.50% annual advisory fee (PDF)
$30 with ways to waive
Get started
1-877-493-4727
Open a Full Service Brokerage IRA
Open an Intuitive Investor account
1-877-851-9607
Open a Wells Trade IRA


Wells Fargo Bank N.A. offers the Destination® IRA , a savings account or CD (time account) that you can manage yourself. View rates .

Destination IRA

  • Is FDIC-insured
  • Gives ability to start saving with small contributions each month
  • Offers a minimum opening deposit of $100 for savings account and $1,000 for CDs
  • $0 monthly service fee
Open a Destination IRA

Please keep in mind that rolling over assets to an IRA is just one of multiple options for your retirement plan. Each of the following options is different and has advantages and disadvantages and the one that is best depends on your individual circumstances.

  1. Roll assets to an IRA
  2. Leave assets in your former employer’s plan, if plan allows
  3. Move assets to your new/existing employer’s plan, if plan allows
  4. Take your money out and pay the associated taxes 

When considering rolling over assets from a QRP to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty-free distributions are available, treatment of employer stock, when required minimum distributions begin and some protection of assets or limited protection and some exceptions apply. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. You should consult with the plan administrator and a professional tax advisor before making any decisions regarding your retirement assets.

How would you like to manage your IRA rollover? Request a Consultation

Call us 1-877-493-4727