Compare Our Services
To help you choose the right service level and approach for you, here’s a side-by-side comparison of our investment services.
Dedicated Financial Advisor
From investment guidance to education planning to retirement savings, a Financial Advisor has the knowledge, resources, and personal connection to design financial strategies just for you.
Invest whenever and wherever it works for you. WellsTrade® provides the tools you’ll need to choose investments, place trades, and manage your account.
Digital Investing Plus Advice
Combining tech-enabled investing with professional guidance, an Intuitive Investor® account offers you a simple way to get a diversified portfolio. Our smart technology also handles all account monitoring, rebalancing, and trading for you.