Automated investing makes it easier

Just $500 to get started, automatic rebalancing, and access to financial advisors.

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Intuitive Investor® offers:

A simple sign up and just $500 to begin

A choice of portfolios from globally diversified to sustainability focused

Access to financial advisors when you have questions

How it works

1

Answer

a few questions, pick an investment style, and get your professionally-designed portfolio recommendation.

2

Fund

your account with $500 or more and build your portfolio by setting up recurring contributions.

3

Relax

and let the technology go as it monitors your account daily, automatically rebalancing as needed.

What’s included

Daily portfolio monitoring and rebalancing as needed

Access to live financial advisors for any questions you may have

Goal tracking with LifeSync®1 to set and track progress toward your financial objectives

Professionally-managed portfolios for a low annual advisory fee of 0.35% (discounts available)2,3,4

Estimate your annual fee by moving the slider below

$500
Initial investment
=
$0.44
Per quarter estimated fee3

Looking for another way to invest?

Do-it-yourself with WellsTrade®

Explore more

Portfolios tailored to you

Choose a risk/return level you’re comfortable with, from conservative to aggressive. Explore portfolio options based on your investment style ranging from globally diversified to sustainability focused.

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Sustainability focused portfolios

Consists of global investments influenced by Environmental, Social & Governance (ESG) standards with the intent of creating a positive impact on society.5

Image of investment profile with retirement goals portfolio

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Globally diversified portfolios

Balances risk and reward by investing in domestic and foreign markets.

View answers to common questions

Visit our FAQs