Links to third-party websites are provided for your convenience and informational purposes only. The advisory fee discount will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Portfolio by Wells Fargo program. Access your Wells Fargo Advisors investment accounts and Wells Fargo Bank accounts with a single user name and password. Enter your username and password to securely view and manage your Wells Fargo accounts online. Refine your search and decision-making with a robust set of tools for stocks, mutual funds, ETF and bond screening, and asset allocation. 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. Need help opening a new brokerage account? In the second quarter of 2020, the company reported a net loss of $2.4 billion. These payments are in addition to the sales charges disclosed in the fee tables found in the prospectuses of the mutual funds of these fund families and Wells Fargo Funds. Revenue came in … 4 All accounts must be enrolled in electronic delivery to receive the following documents online only, including statements, trade confirmations, other documents, and shareholder communications, excluding tax documents/1099s. If your Intuitive Investor account is not linked to a Wells Fargo Bank Portfolio by Wells Fargo program within 90 days, the discounted advisory fee will no longer apply, and the standard advisory rate of 0.35% will apply. Easy money transfers between Wells Fargo accounts, including online money transfers and mobile check deposits, with Brokerage Cash Services. 1 $0 per trade is applicable to commissions for online and automated telephone trading of stocks (excluding penny stocks) and exchange-traded funds (ETFs). Please see the WellsTrade Commissions and Fees for complete information. For complete information, refer to the WellsTrade Account Commissions and Fees schedule. Discussions with Retirement Professionals may lead to a referral to affiliates including Wells Fargo Bank, N.A. Certain accounts cannot be included in a household. Wells Fargo Advisors Financial Network Schedule (PDF) When it comes to investing your money, it’s important we work together to determine your financial strategy. WellsTrade Account Commissions and Fees schedule, Consumer Account Fee and Information Schedule, Enrollment in only electronic delivery for statements, trade confirmations, other documents, and shareholder communications (excluding tax documents/1099s). Take control with sophisticated tools and research. The grouping of accounts into a household is based on account eligibility and family relationships such as children, parents, domestic partners, and others. An order that executes over multiple trading days may be subject to additional commission. 2 No-load mutual funds are mutual funds that do not charge a sales load when you buy or sell the fund. Some brokerage accounts are not eligible to be linked to a Portfolio by Wells Fargo program, and they will not receive Portfolio by Wells Fargo program benefits. Wells Fargo Advisors offers standard WellsTrade investment accounts and accounts for Traditional IRAs, Roth IRAs, SEP IRAs, and Coverdell Education Savings Accounts (ESAs). Wells Fargo Advisors was known as Wachovia Securities until May 1, 2009, when it legally changed names following Wells Fargo's acquisition of Wachovia Corporation. Online Services & Access Online Support. Other fees and commissions apply to a WellsTrade account. As a result, it has not benefitted from a jump in trading … • $50,000 or more in qualifying linked bank, brokerage (available through our brokerage affiliate Wells Fargo Advisors®), and credit balances (including 10% of mortgage balances). Access to the DIY toolkit you need to make informed investing decisions. Mobile deposit not available on all platforms. Pay $0 per online stock and ETF trade.1 You can also purchase a variety of no-load, no-transaction fee mutual funds.2. The Wells Fargo Bank Portfolio by Wells Fargo program has a $30 monthly service fee, which can be avoided when you have one of the following Portfolio by Wells Fargo statement-ending qualifying balances: Invest online with WellsTrade. Review research from our extensive library of proprietary content and independent sources. For complete information on fees and commissions, refer to the WellsTrade Commissions and Fees Schedule. **Availability may be affected by your mobile device’s coverage area. A WellsTrade household is comprised solely of WellsTrade accounts with the same ownership or address. Call us at 1-866-648-9423 Mon-Fri: 8:30 am – 9:30 pm ET; Sat: 8:30 am – 7 pm ET. A $30 Household Annual Fee3 applies. Our demo is a great starting point. Get tools, resources, and guidance you need to invest. For stock and ETF trades placed with an agent over the telephone, a $25 agent-assisted trading fee is charged. Need help opening a new account? Investors looking for wealth management from Wells Fargo may not mind some of WellsTrade’s shortcomings. It is your responsibility to ensure that all eligible accounts are included in your household. To help you choose the right service level and approach for you, here’s a side-by-side comparison of our investment services. Need help opening a new account? Access to the DIY toolkit you need to make informed investing decisions. There is no assurance any investment strategy will be successful or that a fund will meet its investment objectives. Deposit products offered by Wells Fargo … ST. LOUIS – Wells Fargo Advisors today announced $0 trades on the WellsTrade ® self-directed trading platform for stocks and exchange traded funds (ETFs). Plan, select, and monitor your investment portfolio, online and by phone, 24/7, Robust tools, screeners, real-time quotes and independent research to help inform your decisions, Pay $01 per online stock (excluding penny stocks) and ETF trade. Fee mutual funds.2 of no-load, no-transaction fee mutual funds.2 approach for you, here ’ s coverage.. Mobile carrier ’ s key functions, features, and capabilities carrier ’ s a side-by-side comparison of our services... The same ownership or address trading fee is charged solution to make informed investing decisions of. 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