Whether you're an experienced investor or just starting out, a WellsTrade® IRA gives you the resources to build and manage an investment portfolio that can help you stay on track toward your retirement goals.
When you link a WellsTrade® IRA to a Wells Fargo PMA Package, you can also save money with these exclusive benefits:
- Discounted rate of $6.95 per equity or ETF trade (excluding penny stocks)
- No annual IRA fee
With a WellsTrade® IRA, you'll have access to a top-rated online brokerage to help you manage your investments when and where you want. Account features allow you to:
- Place trades on stocks, bonds, ETFs, and no-load mutual funds any time. Options trading is also available.
- Use a single username and password for both your banking and brokerage accounts.
- Review independent, third-party research from industry leaders like S&P, Morningstar®, and MarketWatch to make informed decisions.
- Get access to powerful and easy-to-use online tools.
The PMA Package is the premier relationship package, designed to simplify your finances and help you save. Begin with an interest-earning checking account and expand it to link your other Wells Fargo accounts, such as checking, savings, brokerage, and mortgage accounts. Enjoy the simplicity of seeing your financial picture on a single monthly statement.