Manage your Wells Fargo Advisors investment accounts with secure, single sign-on access.
Take control of your investments
- Your Brokerage Overview shows a consolidated view of all of your investment accounts all in one place.
- Get electronic versions of account statements, trade confirmations, tax documents/1099s, and other brokerage documents.
- Customize alerts for relevant activities such as trade executions, market or balance changes, and news.
- Transfer money easily between Wells Fargo banking and Wells Fargo Advisors investment accounts.
- Download your account information easily into Quicken® or Excel.
Empower your investing
- A streamlined approach to help you stay connected to your account and investment information with ease on your desktop, tablet or mobile device.
- A comprehensive research center where you can access online tools and educational resources to help you make smart investing decisions, including:
- Stock, exchange traded fund (ETF) and mutual fund screeners
- Insightful market commentary and easy-to-understand research and investment insights from Wells Fargo Investment Institute
- Consensus ratings, news, interactive charts, and real-time quotes
Access your brokerage accounts on the go
Enjoy the convenience and security of Wells Fargo Advisors Mobile Brokerage using the Wells Fargo app or visit wellsfargo.com from your mobile browser, where you can:
- Stay on top of account balances, activity, and portfolio information.
- Get real-time access to market data, quotes, news, and watchlists.
- Trade stocks, exchange traded funds (ETFs), options, and no-load mutual funds.