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WellsTrade® Online and Mobile Brokerage

Pay $0 per online stock and ETF trade when you invest with a Wells Fargo Advisors WellsTrade® account

A WellsTrade online investing brokerage account gives you hands-on control of your investing decisions

With a WellsTrade brokerage account, you'll be empowered to invest the way you want. Use our standard trading account for general investing. Plan for your retirement through Traditional, Roth, and SEP IRAs. Save for college with an Education Savings Account.

With a single sign-on, you can securely access your investment and banking accounts on your computer, tablet, or smartphone and take advantage of Brokerage Cash Services for convenient money movement.

Pay $0 per online stock and ETF trades. Please see the WellsTrade Commissions and Fees for complete information.

Ready to invest? Apply Online

If you have questions about WellsTrade, call us at 1-877-573-7997

Manage your investments with convenience

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:

  • Enter trades for stocks, no load mutual funds, exchange-traded funds, options and money market mutual funds
  • By phone, place trades with a fixed income specialist for bonds, treasuries and brokerage CD's
  • Earn interest on your uninvested cash with the Wells Fargo Advisor Cash Sweep Program
  • Check your account activity, balances, 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.

View your Wells Fargo accounts

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:

  • See a summary of your balances
  • Transfer money between accounts, or send money to people you know and trust with Zelle®
  • Deposit checks into your WellsTrade brokerage 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


Equity and ETF trades made online, through your computer, tablet, or smartphone and our automated phone system are $0.

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)


Mutual Funds:
No Transaction Fee
Mutual Funds:
Transaction Fee
Fee Amount
Household Annual Fee
IRA Custodial Fee
(for IRA only households)

$30 per household

You can avoid this fee with one of the following as of June 30 each year for all accounts in your WellsTrade brokerage household:

  • Enrollment in only electronic delivery for statements, trade confirmations, other documents, and shareholder communications (excluding tax documents/1099s)
  • Linkage to the Portfolio by Wells Fargo program
  • $250,000 or more in household balances
  • SEP IRA accounts-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.

Investor resources

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:

  • Market insight & commentary, economic outlooks, and timely industry news
  • Industry/sector watch and performance ratings
  • Investment ideas from Wells Fargo Advisors and industry experts
  • Investing Basics provides general tips and information about investing

Robust tools 

Our line up of investing tools can help you with your investment selection process.

  • Try the Wells Fargo Advisors Mutual Fund Screener tool to find mutual funds that can help you meet your investment goals
  • Narrow your search with updated stock and ETF screeners
  • Use our Bond Screener to find fixed income investments, including bonds, treasuries, and brokerage CD's
  • Monitor your portfolio with Portfolio Tracker to stream quotes, news, and charts.
You'll also:
  • Sign up to receive portfolio updates throughout the day
  • View price, technical analysis, and moving average charts
  • Get intraday and market wrap-up reports

Get the most out of your WellsTrade brokerage 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 Bank 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 brokerage 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 & 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. 

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.

Margin borrowing may not be suitable for all investors. When you use margin, you are subject to a high degree of risk. Learn more by reading our Margin Risk Disclosure Statement.

Options involve risks and are not suitable 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, Illinois 60606

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.

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
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