Looking for another way to invest?
Do-it-yourself with WellsTrade®
Explore moreJust $500 to get started, automatic rebalancing, and access to financial advisors.
Sign on to beginA 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
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.
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
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 beginConsists of global investments influenced by Environmental, Social & Governance (ESG) standards with the intent of creating a positive impact on society.5
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Balances risk and reward by investing in domestic and foreign markets.
Screen images are simulated. Features, functionality, and specifications appearing in those images may change without notice.
Use of stock symbols is for illustrative purposes only and not a recommendation.
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