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Select Your Rollover Account

Features
Full Service Brokerage IRA
View details
Intuitive Investor® IRA
View details
WellsTrade® IRA
View details

Ability to work with a Financial Advisor who will develop a personalized investment strategy based on your goals.
A simple, easy way to get investment advice and ongoing portfolio management through an online platform with advice from a financial advisor if and when you need it. With low-cost investing and automated portfolio rebalancing
An online brokerage account for managing your own investments, including making low-cost trades
Account review
Yes
Yes

Access to Financial Advisors
In-person access to a dedicated Financial Advisor Phone access to a team of Financial Advisors
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
$0
$5,000
$0
Account fee
$125-$300 per household with ways to waive
All account advisory services included in your 0.35% 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. is not accepting new applications for Destination® IRA savings accounts or CDs (time accounts) at this time.

If you currently have a Destination IRA and need help with contributions, rollovers, distributions, or a new account to fund your existing plan, please call 1-800-BEST-IRA (1-800-237-8472). View rates.

Please keep in mind that rolling over assets to an IRA is just one option for your qualified employer sponsored retirement plan (QRP). 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 QRP, if QRP allows
  3. Move assets to your new/existing employer’s QRP, if QRP 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 QRP and the IRA include fees and expenses, services offered, investment options, when distributions are no longer subject to the 10% additional tax, treatment of employer stock, when required minimum distributions begin, and protection of assets from creditors and bankruptcy. 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.

Review information on FDIC coverage and SIPC protections

Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested