Looking for another way to invest?
Do-it-yourself with WellsTrade®
Just $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
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
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® 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
Estimate your annual fee by moving the slider below
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.
Consists of global investments influenced by Environmental, Social & Governance (ESG) standards with the intent of creating a positive impact on society.4
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Balances risk and reward by investing in domestic and foreign markets.