Compare Our Services

At Wells Fargo Advisors, there are a number of ways you can invest and interact with us, whether face-to-face, over the phone, or online. It’s a choice to consider in light of your investment needs, financial complexities, and personal preferences.

 

WellsTrade® Brokerage Account

Intuitive InvestorSM Account

Dedicated Financial Advisor

Compare Our Services

WellsTrade® Brokerage Account

Invest Online Independently

Intuitive InvestorSM Account

Invest Online with Guidance

Dedicated Financial Advisor

Work One-to-One
24/7 account access and service

WellsTrade Brokerage Account

Yes

Intuitive Investor Account

Yes

Dedicated Financial Advisor

Yes

Research tools and market news

WellsTrade Brokerage Account

Yes

Intuitive Investor Account

Yes

Dedicated Financial Advisor

Yes

Self-directed investing and trading

WellsTrade Brokerage Account

Yes

Intuitive Investor Account

No

Dedicated Financial Advisor

No

Investments recommended and traded by Wells Fargo Advisors

WellsTrade Brokerage Account

No

Intuitive Investor Account

Yes

Dedicated Financial Advisor

Yes

Phone-based team of advisors available for questions

WellsTrade Brokerage Account

No

Intuitive Investor Account

Yes

Dedicated Financial Advisor

No

Dedicated advisor to assist with customized planning and investing

WellsTrade Brokerage Account

No

Intuitive Investor Account

No

Dedicated Financial Advisor

Yes

Typical client profile

WellsTrade Brokerage Account

Do-it-yourself investors seeking a low-cost, online, self-directed brokerage account to research, select, purchase, monitor, and manage their own investments.

Intuitive Investor Account

Clients who would like a diversified portfolio based on their goals and risk tolerance, with ongoing account monitoring and rebalancing.

Dedicated Financial Advisor

Clients seeking a full-service partnership with a personal Financial Advisor who will provide customized investment guidance at the highest level of service and support.

 

WellsTrade Brokerage Account

Fees

Intuitive Investor Account

Fees (PDF)

Dedicated Financial Advisor

Fees
 

WellsTrade Brokerage Account

Open an Account

Intuitive Investor Account

Start Questionnaire

Dedicated Financial Advisor

Find an Advisor

Special Reports

A collection of the most recent thematic reports from Wells Fargo Investment Institute that cover varying topics of interest and importance to investors.

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