Looking for another way to invest?
Do-it-yourself with WellsTrade®
Explore moreAutomated investing makes it easier
Just $500 to get started, automatic rebalancing, and access to financial advisors.
Sign on to beginSign on to begin
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
Transcript for video
[ONSCREEN TEXT]:
Investment and Insurance products: NOT FDIC Insured | No Bank Guarantee | May Lose Value.
Automatic investing makes investing easier
Easier changes everything
Easier starts with less
Opening an account takes only $500
Easier looks out for you
Monitoring your portfolio daily
Easier knows you better
Creating portfolios with you in mind
Easier puts it together
All your accounts in one place
Easier cares about your vision for the future
Offering sustainability focused portfolios
Easier has financial advisors
Helping you when you need it
Easier welcomes you
Starting takes a few minutes
Now you’re ready
Ready for Intuitive Investor®
An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar investments that do not operate under a social policy. There are many factors to take into consideration when choosing an investment portfolio and ESG data is only one component to potentially consider.
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. Intuitive Investor® accounts are offered through WFCS.
© 2024 Wells Fargo Clearing Services, LLC. PM-10152025-6071177.1.2
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® to set and track progress toward your financial objectives
Professionally-managed portfolios for a low annual advisory fee of 0.35% (discounts available)1,2
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.
Sign on to beginSustainability focused portfolios
Consists of global investments influenced by Environmental, Social & Governance (ESG) standards with the intent of creating a positive impact on society.4
Screen image simulated
Globally diversified portfolios
Balances risk and reward by investing in domestic and foreign markets.
View answers to common questions
Visit our FAQs- LifeSync® is available on the smartphone versions of the Wells Fargo Mobile® app. Additional device availability may vary. Your mobile carrier’s message and data rates may apply.
- When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account, you will receive a discount on your Intuitive Investor account advisory fee. The advisory fee discount will be based on the type of checking account you have and will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account. If your Intuitive Investor account is not linked to a Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account within 90 days, the discounted advisory fee will no longer apply and the standard advisory fee of 0.35% will apply. If the Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account is closed, the discounted advisory fee will discontinue and revert to the standard advisory fee of 0.35%. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account advisory fee discount. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC. For complete fee information, refer to the Intuitive Investor fee schedule (PDF).
-
Refer to the Wells Fargo Bank Consumer Account
Fee and Information Schedule for further information about the Prime Checking and Premier Checking account and applicable bank fees. For The Private Bank
Interest Checking account and applicable bank fees, refer to both the Wells Fargo Consumer Account Fee and Information Schedule
and The Private Bank Consumer Deposit Products Disclosure.
The Prime Checking account has a $25 monthly service fee. The fee can be avoided each fee period with $20,000 or more in statement-ending qualifying linked balances.
The Premier Checking account has a $35 monthly service fee. The fee can be avoided each fee period with $250,000 or more in statement-ending qualifying linked balances.
The statement-ending qualifying balances for each of these account types include linked (a) consumer bank deposit account balances (checking, savings, time accounts
(CDs), FDIC-insured IRAs) and (b) investment account balances (investments available through our affiliate Wells Fargo Advisors, and applicable bank fiduciary and
custody accounts). Wells Fargo may waive the monthly service fee at its discretion for promotional or other purposes. Deposit products offered by
Wells Fargo Bank, N.A. Member FDIC.
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.
- Certain investments and investment accounts are not eligible for linking.
- Advisory fees are paid quarterly and do not include ETF fees.
-
An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy
which could cause it to underperform similar portfolios that do not have a social policy. There is no guarantee that any investment strategy will be successful.
Risks associated with investing in Environmental, Social, and Governance (ESG)-related strategies can also include a lack of consistency in approach and a lack of
transparency in manager methodologies.
Some ESG investments may be dependent on government tax incentives and subsidies and on political support for certain environmental technologies and companies. There may also be challenges such as a limited number of issuers and the lack of a robust secondary market. There are many factors to consider when choosing an investment portfolio and ESG data is only one of those components. Investors should not place undue reliance on ESG principles when selecting an investment.
