Footnote 1 How to qualify for this offer
To be eligible: Offer is valid for new Intuitive Investor accounts opened between March 27, 2026, and September 30, 2026. Offer is not available for existing Intuitive Investor accounts or Intuitive Investor accounts already receiving a Wells Fargo employee discount.
To receive the advisory fee waiver: You must open a new Intuitive Investor account and initially fund your account with $50,000 or more between March 27, 2026, and September 30, 2026. Cash, securities, or retirement assets used to fund the account may come from any source other than a pre-existing Intuitive Investor account. Securities and retirement assets will be valued as of the date they are received by Wells Fargo Clearing Services, LLC (WFCS). Limited time only. Accounts must be opened and funded by September 30, 2026, to qualify.
Only the annual advisory fee (typically 0.35%) is waived. Account fees, operational fees, service fees, wire transfer fees, fund management expenses and other costs related to the funds in your portfolio will still apply (as explained in each fund’s prospectus in the fees and expense section). For complete fee information, refer to the Intuitive Investor fee schedule (PDF).
Accounts that meet the qualifications of this offer will be excluded from the Intuitive Investor advisory fee billing process for the calendar year 2026. This promotional advisory fee waiver will end December 31, 2026, and normal advisory fee billing will begin on January 1, 2027. For any questions or concerns about the fee waiver, please call us at 1-877-440-9455 and reference Fee Waiver Promotion. This promotion has no cash value and may not be combined with any other offer or discount.
Footnote 2There 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).
Footnote 3When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account, you will receive a discount on your Intuitive Investor account advisory fee. The advisory fee discount will be based on the type of checking account you have and will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account. If your Intuitive Investor account is not linked to a Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account within 90 days, the discounted advisory fee will no longer apply and the standard advisory fee of 0.35% will apply. If the Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account is closed, the discounted advisory fee will discontinue and revert to the standard advisory fee of 0.35%. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account advisory fee discount. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC. For complete fee information, refer to the Intuitive Investor fee schedule (PDF). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS). WFCS is not an FDIC-insured depository institution; FDIC deposit insurance only protects against the failure of an insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A. Member FDIC.
Footnote4Offer 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.
The Intuitive Investor program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $500.