Have a dream and need help reaching it?

Invest your money in a
low-cost Intuitive Investor ® account.

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What it is

It’s simplified investing with a personal touch.

No picking stocks, trading, timing the market or rebalancing your account. We do it all for you.

With an Intuitive Investor Has popup account just answer a few simple questions and get a diversified portfolio based on your responses. Our technology balances and maintains the portfolio over time so you don’t have to. And if you have questions, get expert advice when you need it. A licensed Financial Advisor is just a phone call away.

No commitment required

At-a-glance features of robo- investing

  • created by experts

    Created by
    experts

  • portfolios matched to you

    Portfolios
    matched to you

  • day-to-day

    Day-to-day
    monitoring

  • automatic adjusting

    Automatic
    adjusting

  • online access

    Online
    access

  • advisory fee

    One low
    advisory fee

  • access to FA

    Access to
    Financial
    Advisors

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The Process

Anyone can get started investing in minutes.

  1. Answer a few questions about your investment goals, Has popup and timeframe.

  2. View your recommended investment portfolio based on your responses.

  3. Open an online Has popup .

  4. Sign your account documents and fund your account with $10,000 within 180 days.

We take it from there. Let the built-in technology help keep your account on track and you informed about your progress.

Have questions or need help?

Call an advisor at 1-855-283-5567.

Sign on to Begin

No commitment required

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The Technology

Automation makes it easier.

Daily monitoring & rebalancing

Sophisticated algorithms Has popup your account allocations daily and trigger rebalancing to ensure they are always on track.

Easy account access

View all your Wells Fargo accounts in one place with a single login.

Recurring transfers

Set up recurring transfers to contribute to your account automatically.

Tax efficiency

Optional Has popup monitors for potential opportunities to reduce your tax liability.

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The Portfolios

Diversified to help reduce risk.

Each Intuitive Investor portfolio invests your money into a variety of Has popup diversifying your investment across 70 individual countries and multiple economic sectors. This helps ensure no matter what the market does, your eggs aren’t in one basket.

Explore the chart to see how your assets can change based on risk level and time horizon.

More about Portfolios

*Keep in mind that diversification cannot eliminate the risk of fluctuating prices and uncertain returns.

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Backed by experts,
supported by advisors.

Portfolios are selected by experts at the Has popup

A team of 120+ industry leading investment strategists and analysts build the portfolios and monitor the markets.

Supported by licensed Financial Advisors at the 3rd largest brokerage in the U.S.*
* As of June, 2018

The Fees

Upfront pricing with no hidden fees.

With a minimum investment of $10,000, your estimated quarterly Has popup could be as low as $12.50.

Learn more about pricing (PDF)
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0.50% Annual Advisory Fee

+ fund related expenses 1

No commission, transaction or trading fees.

Discount available if linked to your Wells Fargo Bank Portfolio by Wells Fargo  ® program. 2

Funding

Flexible funding options to work with what you have.

  • Transfer from any bank or brokerage

  • Fund from multiple accounts at one time

  • Move from checking or savings

  • Roll over from an existing brokerage, 401(K) or IRA

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$10,000 minimum to get started

180 DAYS TO FUND YOUR ACCOUNT

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SATISFACTION GUARANTEE

If you’re not happy within the first 90 days, you’ll get your paid 0.50% advisory fees back. 3

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The Advisors

Professional advice at no additional cost.

If you have questions, call - a team of licensed Financial Advisors is ready to answer things like:

  • How much risk should I take on?

  • What happens if my financial situation changes?

  • How is my account performing?

  • What happens to my portfolio when the market goes down?

Speak to a Financial Advisor

1-855-283-5567

Mon-Fri: 8:00am - 8:00pm ET

More About Financial Advisors
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satisfaction icon

SATISFACTION GUARANTEE

If you're not happy within the first 90 days, you'll get your paid 0.50% advisory fees back. 3

Get Started Investing Today.

See what an Intuitive Investor account can do for you.

Obtain more information about our firm and financial professionals. FINRA’s BrokerCheck 

Deposit Products offered by Wells Fargo Bank, N.A. Member FDIC.

1. There 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).

2. When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Portfolio by Wells Fargo ® program, your Intuitive Investor account advisory fee is discounted to 0.40%, instead of the standard advisory fee of 0.50%. If the Portfolio by Wells Fargo program is terminated, the discounted advisory fee will discontinue and revert to the current applicable advisory fee. For complete fee information, refer to the Intuitive Investor account fee schedule (PDF). For questions about the Portfolio by Wells Fargo program, call our Premier Banking Team at 1-800-742-4932

3. Offer is valid for the first 90 days after account is opened. We will refund accrued advisory fees and waive account transfer or termination fees. To receive a refund, please call 1-855-283-5567 and refer to the Satisfaction Guarantee. The Satisfaction Guarantee does not apply to any market losses in your portfolio.

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