Discover investment options that match your financial goals and personal comfort level.
Swipe to compare our 4 investing options. 
| Do-it-yourself investing* WellsTrade® Open anaccount |
Automated investing* Intuitive Investor® Sign on tobegin |
Work with a team of Solutions financial advisors Get started |
Work with a dedicated financial advisor Get a freeconsultation |
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|---|---|---|---|---|
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Investing preference |
Make my own trades. |
Technology handles it for me. |
Work with a phone-based team of financial advisors. |
Get personalized guidance from a financial advisor. |
|
Investing minimum |
No minimum |
$500 |
$25,000 |
$100,000 to start. Overall relationship of $250,000. |
|
How it works |
Trade stocks, exchange-traded funds, mutual funds and more on your own. |
Answer a few questions to match with a portfolio — we’ll monitor daily and rebalance as needed. |
Meet by phone to discuss goal-based planning and investing objectives. |
Get one-on-one personalized guidance and goal-based planning from your dedicated advisor. |
|
Fees |
$0 per online trade & ETF trades1 |
Discuss fees with your advisor |
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Access to research |
Yes |
Yes |
Yes |
Yes |
*If you’re not currently a Wells Fargo customer, please call 1-866-522-0459 to get started.
Wells Fargo Advisors:
Advisory fees are paid quarterly and do not include ETF fees.
The Intuitive Investor program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.
Fees are subject to change at any time, without notice.
Investment and Insurance Products are:
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