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

Lending and Banking

Investment Products

Insurance

Investor Information

Securities

A Guide to Buying an Offshore Investment Contract (PDF)

A Guide to Investing in Master Limited Partnerships (PDF)

A Guide to Investing in High-Yield Bonds (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)

A Guide to Investing in Brokered CDs (PDF)

Guide to Investing in Municipal Securities (PDF)

A Guide to Investing in Hybrid Securities (PDF)

A Guide to Market Linked Certificates of Deposit (PDF)

A Guide to Investing in Cash Alternatives (PDF)

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

A Guide to Investing in Privately Offered Managed Futures Funds (PDF)

A Guide to Investing in Opportunity Zone Funds (PDF)