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Invest your way

Ways to work with us

With an advisor

Personalized guidance:Financial Advisor

Access starts at $100,000

Meet in person or by phone for one-on-one guidance and goal-based planning

Discuss fees with your advisor

Team support:Solutions Advisors

Generally $25,000 to start

Phone-based advice from a team of advisors whenever you need it

0.60% annual advisory feeFootnote1,Footnote2

On your own

Automated investing:Intuitive Investor®

$500 to open an account

Relax while we monitor and rebalance your expert-designed portfolio for you

0.35% annual advisory feeFootnote3

Do-it-yourself:WellsTrade®

$0 to open an account

A self-directed account that lets you invest in stocks, ETFs, mutual funds, and more

$0 per online tradeFootnote4

With an advisor

On your own

Benefits and resources

Not sure where to start? We’re here to help you take the next step.
Call us at 1-866-224-5708 or search for a local branch.

Footnote1Plus any applicable manager fee on advisory accounts. For applicable advisory accounts opened after 9/1/2025 in participating locations. For complete information on fees, refer to the Schedule of Miscellaneous Accounts and Service Fees.

Footnote2For brokerage account fees and expenses (non-advisory), speak with a Solutions financial advisor or refer to Wells Fargo Advisors’ Reg BI Disclosure.

Footnote3There are also management fees and other expenses associated with the funds in your portfolio (as explained in each fund's prospectus in the fees and expense section.

Footnote4$0 per trade is applicable to commissions for online and automated telephone trading of stocks and exchange-traded funds (ETFs). For stock and ETF trades placed with an agent over the telephone, a $25 agent-assisted trading fee is charged. Each trade order will be treated as a separate transaction subject to commission. An order that executes over multiple trading days may be subject to additional commission. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Other fees and commissions apply to a WellsTrade account. Schedule subject to change at any time.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Bank products and services are available through Wells Fargo Bank, N.A.