Manage your investments with convenience
With a WellsTrade 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:
- Enter trades for stocks, no-load mutual funds, exchange-traded funds, and options
- Check your account activity, holdings and performance
- Find ideas and stay informed using real-time quotes, charts, market news, screeners and watchlists. Access proprietary and third-party research.
Use a margin loan to borrow against securities already held in your account for personal or business needs, or to finance investment opportunities.
Simplify your banking and investing
With a single sign-on, you can securely access your Wells Fargo Advisors investment and Wells Fargo banking accounts on your PC, laptop, tablet, and smartphone to:
- Have secure access to your Wells Fargo bank accounts, Bill Pay, and Wells Fargo Advisors investment accounts
- See all your balances on one screen (with either your PC or mobile device)
- Transfer money between accounts, or send money to people you know and trust with Zelle®
- Deposit checks into your WellsTrade account using your smartphone.
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.
Mobile access, when you need it
Away from your computer? Use your tablet or smartphone to:
- Place trades and track orders
- Manage watchlists and get market news and real-time quotes
- View account activity
Pricing
Equity and ETF trades made online, through your PC, iPad, or smartphone and our automated phone system are only $5.95.
Get a discounted rate of $2.95 per online trade, our best offer, when you link your WellsTrade account to your Portfolio by Wells Fargo® relationship, Wells Fargo Bank’s premium relationship package to help simplify your finances and save money. See "Offers" tab above for details.
A $30 Household Annual Fee applies, see the below table to see the different ways to waive this fee.
Compare pricing
Transaction or Fee
|
Online or Automated Telephone Trading |
Stocks/ETFs (Excluding Penny Stocks)
|
$2.95 linked to your Portfolio by Wells Fargo relationship
$5.95 Standard
|
Mutual Funds:
No-Load
No Transaction Fee |
$0
|
Mutual Funds:
No-Load
Transaction Fee |
$35
|
| Fee |
Amount |
Household Annual Fee Or
IRA Custodial Fee
(for IRA only households) |
$30 per household
You can avoid this fee with one of the following as of June 30 for all accounts in your WellsTrade household:
- Enrollment in only electronic delivery for all documents (excluding tax documents/1099s)
- Linkage to Portfolio by Wells Fargo program
- $250,000 or more in household balances
- SEP IRA only households
- Wells Fargo Private Bank accounts
Fee will be charged in September of each year.
|
Please see the WellsTrade Commissions and Fees for complete information.
Get the most out of your WellsTrade account
- Use our suite of tools to help you plan, select, and monitor your investments.
- Access your brokerage statements, trade confirms, shareholder documents, proxies, and year-end tax documents online. Download frequently-used WellsTrade account forms .
- Get a snapshot of your entire financial picture with our Wells Fargo One-StopSM account aggregation service.
- Use our voice-activated phone system to access balances, place trades, get quotes, and transfer money.
- Use Brokerage Cash Services for convenient money movement options including mobile transfers between your Wells Fargo and Wells Fargo Advisors accounts, and mobile deposit services.
- 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.
- Easily add features to your account depending on your investment needs, financial resources, and risk tolerance. Features available include margin (not available for qualified retirement plans including IRAs) and options trading.
- Receive 24/7 phone assistance support from our knowledgeable team.
How to fund your account
After you open your WellsTrade account, you can choose from four easy ways to fund it. Visit our FAQ page for further information.
Transfer funds from a Wells Fargo 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, 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 transfer form and provide them with Wells Fargo Advisors Routing Number and your new WellsTrade account number.
Special discount pricing for Portfolio by Wells Fargo® Customers
Get a discounted rate of $2.95 per online trade, our best offer, when you link your WellsTrade account to your Portfolio by Wells Fargo relationship. Portfolio by Wells Fargo is our premium relationship program, which helps you simplify your finances and save money with many fee waivers and discounted services. Enjoy premium rates with the best benefits and discounts offered on many financial solutions.
Account Opening and Linking to Portfolio by Wells Fargo:
- To open a WellsTrade account and a Portfolio by Wells Fargo relationship: call 1-877-573-7997. If you already have a Portfolio by Wells Fargo relationship, the representative will be able to link your new WellsTrade account to your existing Portfolio by Wells Fargo relationship.
- Already have a WellsTrade account but don’t have a Portfolio by Wells Fargo relationship? Speak with your banker or call 1-866-245-3452.
