Portfolio by Wells Fargo® Private Bank

Business woman in private jet

Portfolio by Wells Fargo® Private Bank

A next-level relationship
Portfolio by Wells Fargo Private Bank program makes it easy to see the big picture. View your relationship – checking, savings, mortgages, loans, credit cards, trusts, and more – on one combined monthly statement.1 Sign up for Wells Fargo Online®, and gain access to Bill Pay and mobile banking. You can also take advantage of many additional benefits, including fee waivers, relationship pricing, and higher rates on select savings and CD accounts.

Exclusive rates

Portfolio by Wells Fargo Private Bank is anchored by Private Bank Interest Checking, a high yield, FDIC-insured checking account with interest compounded daily and paid monthly.

Portfolio by Wells Fargo Private Bank offers higher rates on select linked savings, CDs, and FDIC-insured individual retirement accounts (IRAs).1,2

Take advantage of discounts

A Portfolio by Wells Fargo Private Bank program opens up a number of discount options for you:

  • Rate discounts on qualifying linked loans and lines of credit when payments are automatically deducted from the lead checking account in a Portfolio by Wells Fargo Private Bank program1
  • Monthly discounts of $35 on safe deposit boxes (where available)
  • 2% foreign currency purchase discount, when banknotes are purchased through the Wells Fargo Foreign Exchange call center

Enjoy Additional Fee Waivers

Even more benefits of a Portfolio by Wells Fargo Private Bank program await you in the form of fee waivers, including:

  • No Wells Fargo access fee for transactions at any ATM2
  • Reimbursement of surcharges imposed by other financial institutions at a U.S. domestic or international non-Wells Fargo ATM
  • No fee for incoming wire transfers; discounted fee for outgoing wire transfers2,3
  • No fee for checks, cashier’s/official checks, personal money orders, and stop payments
  • No annual fee on select lines of credit (other fees, such as late fees, may apply in certain states)

Link accounts to gain flexibility, access, and control

Link your Wells Fargo Advisors brokerage accounts. Brokerage products and services available through Wells Fargo Advisors.

In addition to discounts on online trades and standard brokerage annual account fees,4 linking your Wells Fargo Advisors accounts – including your full service relationship with a financial advisor or online WellsTrade or Intuitive Investor® account – to Portfolio by Wells Fargo Private Bank offers:

  • Same-day access to your available brokerage funds through any of our 13,000 ATMs nationwide when you designate your Portfolio by Wells Fargo Private Bank checking account as your brokerage settlement account
  • Automatic settlement of trades with funds in your Portfolio by Wells Fargo Private Bank checking account
  • Automatic sweeping of proceeds from brokerage sales, interest, and dividends into your Portfolio by Wells Fargo Private Bank checking account
  • $2.95 per trade online trading commissions for linked Wells Fargo Advisors WellsTrade® account.5
  • Waived WellsTrade IRA and standard brokerage account fees with linked WellsTrade account
  • A 20% discount6 off the standard 0.50% Intuitive Investor account advisory fee for linked Intuitive Investor® accounts.

Link your investment management and trust accounts with Wells Fargo Bank, N.A.

You can also link your investment management and trust accounts to Portfolio by Wells Fargo Private Bank to:

  • Get investment management and trust account summary information on the Portfolio by Wells Fargo Private Bank statement
  • Easily manage distributions from your investment and trust accounts
Interested in learning more about Portfolio by Wells Fargo Private Bank? Contact us