WellsTrade® Online and Mobile Brokerage

Manage your investments and banking with a WellsTrade® brokerage account and pay only $8.95 per trade

A comprehensive online solution for self-directed investors

With the convenience and control of a WellsTrade® account, it’s easy to invest in an IRA (rollover, traditional, Roth, or SEP), a general investing and trading account, or an Education Savings Account.

With a single sign-on, you can securely access your investment and banking accounts  on your PC, laptop, iPad and smartphone.

Manage your investments with convenience

Whether you trade stocks, bonds, no-load funds, options or ETFs, WellsTrade online trading platform empowers your investing.  You can plan, select and monitor your investment portfolio with robust tools and independent investment resources — online and by phone 24/7.

You can:

  • Enter trades for stocks, exchange-traded funds, no-load mutual funds and options
  • Check your account activity, balances, holding detail and open orders
  • Get quotes — including real-time quotes, charts, symbol lookup and options information
  • Read market news, access market data and index information
  • Set up alerts and monitor the status of your balances, trades, and transfers
  • Create alerts and watchlists 
  • Set up portfolio monitoring tools to track your account’s gains and losses

Mobile access, when you need it

Away from your computer? Use your tablet or smartphone to:

  • Place trades
  • View account activity
  • Get real-time quotes 
  • Access market news and data 
  • Track open orders
  • Manage watchlists 

With an eligible account, you can seamlessly navigate to Wells Fargo Bank Mobile Banking to pay bills, make deposits and transfer funds. 

Simplify your banking and investing

With a WellsTrade account, you can conveniently sign on once to:

  • Have secure access to your Wells Fargo banking, Bill Pay, and Wells Fargo Advisors investment accounts
  • See all your balances on one screen (with either your PC or mobile device)
  • Transfer money easily between banking and investment accounts

In addition, with a PMA® Package, you can simplify your records even more by receiving a single statement that includes information on all of your linked accounts.

Pricing

Equity and ETF trades made online, through your PC, iPad, or smartphone and our automated phone system are only $8.95 and no annual account fee.

Get a discounted rate of $6.95 per online trade, our best offer, when you link your WellsTrade account to a PMA Package,.

The PMA Package is Wells Fargo Bank’s premium relationship package, which helps you simplify your finances and save money with many fee waivers and discounted services.  The PMA Package also gives you premium rates with the best benefits and discounts offered on many financial solutions.

Compare pricing

Transaction or fee
WellsTrade linked to a PMA Package
Standard
Stocks (excluding penny stocks) and Exchange Traded Funds (ETFs)
$6.95
$8.95
No-load transaction fee mutual funds
$35
$35
Penny stocks (stocks priced less than $1/share)
$34.95 or 3.5% of principal, whichever is greater
$34.95 or 3.5% of principal, whichever is greater

See complete fees and commissions.

To open a WellsTrade account and a PMA Package, call 1-877-573-7997. If you already have a PMA package, the representative will be able to link it to your new WellsTrade account.

Already have a WellsTrade account but don’t have a PMA Package? Talk to your banker if you want to open a PMA Package and link it to your current WellsTrade account.

Market commentary 

Your WellsTrade account gives you access to a powerful collection of Wells Fargo Advisors resources to help you plan your portfolio and select your investments, including: 

  • Market commentary and economic outlooks 
  • Market insight and analysis, featuring articles from Standard & Poor's 
  • Industry/sector watch with industry news 
  • Stovall's Sector Watch and sector performance ratings 
  • Investment ideas from Wells Fargo Advisors and Standard & Poor’s 
  • Investing Basics — If you’re new to investing or looking for general investing information or tips 

Robust tools 

With Portfolio Tracker, you can view 20-minute delayed streaming quotes, news, and charts on your desktop. You’ll also: 

  • Receive updates throughout the day, even after you sign off 
  • Customize the layout and data to suit your preference 
  • View price, technical, stochastic, and moving average charts 
  • Get intraday and market wrap-up reports 
  • See color-coded gain and loss fluctuations 

You’ll also have access to mutual fund, ETF, and bond data, including the ability to: 

  • Access additional return and risk data 
  • Narrow your search with updated stock, mutual fund, and ETF screeners 
  • Read bond market commentary 

Set up alerts to monitor your balances, portfolio and sector/industry changes and create watch lists.

Get the most out of your brokerage account 

  • Receive phone assistance from our knowledgeable support team 24/7. 
  • Use our voice-activated phone system to access balances, place trades, get quotes, and transfer money. 
  • Access your brokerage statements, trade confirms, shareholder documents, proxies, and year-end tax documents online. 
  • Find and download frequently-used WellsTrade account forms.
  • Get a snapshot of your entire financial picture with our Wells Fargo One-StopSM account aggregation service. 
  • Easily add features to your account depending on your investment needs, financial resources, and risk tolerance — you can also apply for margin (PDF)* or options (PDF)* trading. 

How to fund your account 

After you open your WellsTrade account, you can choose from four easy ways to fund it: 

Transfer funds from Wells Fargo Advisors brokerage account 

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 “Transfers” 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. 

Transfer funds and securities from an existing brokerage account at another firm 

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. 

Mail a check 

Make your check payable to Wells Fargo Advisors, LLC, MAC H0006-085, #1 N. Jefferson Ave., St. Louis, MO 63103. 

Request a wire transfer from another financial institution 

You will need to contact the other firm to complete their Wire Transfer request form (PDF)* and provide them with Wells Fargo Advisors Routing Number and your new WellsTrade account number.

 Tip 

Wells Fargo Advisors offers qualified customers the ability to invest on margin. Margin allows you to extend the financial reach of your brokerage account. Find out how margin works

Margin borrowing may not be suitable for all investors. When you use margin, you are subject to a high degree of risk. 

Market conditions can magnify any potential for loss. The value of the securities you hold in your account, which will fluctuate, must be maintained above a minimum value in order for the loan to remain in good standing. If it is not, you will be required to deposit additional securities and/or cash in the account or securities in the account may be sold.

Please carefully review the margin agreement, which explains the terms and conditions of the margin account, including how the interest on the loan is calculated.