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
Get More From Your Account Statement (PDF)