Guides to Investing at Wells Fargo Advisors

What You Need to Know Before Investing 

Before you consider an investment, it is important to understand the investment -- and to review your financial situation, investment objectives, risk tolerance, time horizon, diversification, and need for liquidity with your Financial Advisor.

Wells Fargo Advisors has developed a series of guides to help you understand various investments available to you. Each guide explains the investment's basic facts, benefits, risks, and costs, as well as how Wells Fargo Advisors and your Financial Advisor are compensated when you buy the investment. If you have further questions about the investments and services available at Wells Fargo Advisors, please contact your Financial Advisor.

Retirement and Older Investors

A Guide to Financial Protection for Older Investors (PDF)

Lending and Banking

A Guide to Margin Borrowing (PDF)

A Guide to Securities-Based Borrowing (PDF)

Investment Products

A Guide to Investing in 529 College Savings Plans (PDF)

A Guide to Investing in Mutual Funds (PDF)

A Guide to Investing in Unit Investment Trusts (PDF)

A Guide to Investing in Closed-End Funds (PDF)

A Guide to Investing in Exchange-Traded Products (PDF)

A Guide to Retirement Plan Investing (PDF)

Insurance

A Guide to Buying Insurance (PDF)

Guide to Buying Annuities (PDF)

Investor Information

Get More From Your Account Statement (PDF)

A Guide to Choosing a Financial Professional (PDF)

Investment Advisory and Brokerage Services (PDF)

Investment Objective & Risk Tolerance

A Guide to FDIC Insurance (PDF)

Securities

A Guide to Investing in Master Limited Partnerships (PDF)

A Guide to Investing in High-Yield Bonds (PDF)

A Guide to Investing in Private Equity and Private Real Estate Funds (PDF)

A Guide to Investing in Real Estate Investment Trusts (PDF)

A Guide to Investing in Floating-Rate Securities (PDF)

A Guide to Investing in Hedge Funds (PDF)

A Guide to Investing in Market Linked Investments (PDF)

Market Linked Investments Disclosure Statement (PDF)

Brokered Certificates of Deposits (PDF)

Guide to Investing in Municipal Securities (PDF)

A Guide to Investing in Hybrid Securities (PDF)

A Guide to Investing in Managed Futures Funds (PDF)

A Guide to Market Linked Certificates of Deposit (PDF)

A Guide to Investing in Cash Alternatives (PDF)

A Guide to Investing in Community Bank Preferred Stock (PDF)

A Guide to Buying an Offshore Investment Contract (PDF)

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CEX1703