Portfolio by Wells Fargo Premier®

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Integrating all aspects of your financial life to help you keep pace, reach goals, and tell your story

Your Story

Your story includes many things happening at once — family, home, community, and career. It's about managing today and thinking about tomorrow. Every part of your story also has a financial side. From daily transactions to your long-term plans, your financial story is unique, so your financial options and resources should be just as personal.

Welcome to the Portfolio by Wells Fargo Premier® experience

Portfolio Premier® is a full-service financial approach that combines personal attention with benefits that add value to your Wells Fargo relationship.

You now have a single point of contact who will provide ease of access to an integrated collection of financial services, from daily money management products to borrowing options. You can also take advantage of retirement planning services through Wells Fargo Advisors. Your premier banker will connect you with the products and specialists to help you reach your goals and live your story.

 

The foundation of the Portfolio Premier experience is personalized service from a banker you know — and who knows you. By working with you over time, your banker will be there to help with your financial needs as changes happen in your story.

Your banker is available to connect you with:

  • Planning resources that include a written plan tailored to your financial goals through your financial advisor from Wells Fargo Advisors.  If you do not have a financial advisor, we will be happy to introduce you to one.
  • Products that offer waived or reduced fees and competitive rates on loans
  • Breadth of products and services designed to include the options to best help you manage your money and plan your goals
  • Products with a relationship bonus, such as Wells Fargo Propel World American Express® credit card
To further ensure that you always get the help you need, the Wells Fargo Premier Banking TeamSM is available to you 24 hours a day, 7 days a week .


Investment services available through our brokerage affiliate Wells Fargo Advisors

  • A personalized investment plan with the Envision® Planning Process conducted by your Wells Fargo Advisors financial advisor. If you don’t currently have a financial advisor, we would be happy to introduce you to one.
  • Access to timely insights from Wells Fargo Investment Institute, on changing markets, wealth management trends, and financial management strategies
  • Waived WellsTrade® annual fee when your WellsTrade account is linked to your Portfolio Premier program
  • Discounted annual advisory fee for any linked Wells Fargo Advisors Intuitive Investor® investment account.

Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade® and Intuitive Investor® accounts are offered through WFCS.

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


 

Benefits, discounts, and fee waivers

Standard Account Protection Features

  • Bonus interest rates on CDs and select linked savings accounts
  • No Wells Fargo ATM access fee at non-Wells Fargo ATMs: unlimited (U.S. and international),
  • Non-Wells Fargo ATM surcharge reimbursement: unlimited (U.S.); up to 5 per month (international),,
  • Waived incoming wire transfer fees,
  • 24/7 fraud monitoring to help prevent unauthorized transactions.
  • Stay informed of your account activity with Wells Fargo Online® and the Wells Fargo Mobile® app, where you can set up customizable alerts
  • Zero Liability protection for your Wells Fargo Debit Card at no extra cost. You will be reimbursed for promptly reported unauthorized card transactions.

†Benefit is not available during the first statement period. Your Portfolio by Wells Fargo Premier qualification balance must be at least $0.01 at the end of each monthly service fee period to be eligible for benefits in the following monthly service fee period for accounts linked to your Portfolio by Wells Fargo Premier program.

 

The Wells Fargo Propel World American Express® Card Rewards and Benefits**:

Personal and home financing choices

  • Earn 40,000 bonus rewards points when you spend $3,000 in purchases in the first three months.
  • Enjoy accelerated rewards points earnings; earn 3X points on airlines, 2X points at hotels, and 1X points on other purchases.
  • Earn an annual relationship bonus of 25% - 50% of non-bonus reward points for card purchases. Percentage you earn is based on Portfolio program balance.
  • Upgrade your travel experience and enjoy the 24/7 Personal Concierge service and up to $100 in airline fee reimbursements for incidental airline charges.
**Credit card subject to credit qualification.
  • A variety of secured and unsecured borrowing options
  • Interest rate discounts on select new loans and lines of credit
  • Conventional and jumbo mortgage options available for primary, vacation, and investment properties
 

Enjoy the benefits of Portfolio by Wells Fargo Premier. If you have questions, please call your premier banker.

For 24/7 assistance, call the Wells Fargo Premier Banking TeamSM at 1-866-859-5915.