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Working toward financial goals? We can help.

With $5,000, you can open a low-cost Intuitive Investor® account today.

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 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, , and time frame.

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

  3. Open an online .

  4. Sign your account documents and fund your account with at least $5,000 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 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 sign-on.

Recurring transfers

Set up recurring transfers to contribute to your account automatically.

Tax efficiency

Optional monitors for potential opportunities to reduce your tax liability.

The Portfolios

Explore the portfolios.

Select Conservative, Moderate, or Aggressive to see how your portfolio’s asset allocation might change based on your risk tolerance.

Example of a moderate portfolio (with balanced mix) includes U.S. Large Cap Equities, U.S. Mid Cap Equities, Developed Market Ex-U.S. Equities, Emerging Market Equities, U.S. Taxable Fixed Income, Emerging Market Fixed Income, High Yield Taxable Fixed Income, Cash Alternatives.

The Portfolios

Diversified to help reduce risk.

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

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 .

A team of 120+ industry-leading investment strategists and analysts builds the portfolios and monitors the markets.

Supported by registered Financial Advisors at Wells Fargo Advisors, the third largest full-service provider of retail brokerage services in the U.S.1 (as of September 30, 2020).

The Fees

Upfront pricing with no hidden fees.

With a minimum investment of $5,000, your estimated quarterly could be less than $5.00.2

Learn more about pricing (PDF)
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0.35% Annual advisory fee

+ fund related expenses

No commission, transaction, or trading fees.

Discount available if linked to your Wells Fargo Bank Portfolio by Wells Fargo® program.3

Funding

Flexible funding options to work with what you have.

  • Transfer from any bank or brokerage account

  • Fund from multiple accounts at one time

  • Move from a checking or savings account

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

Important information about .
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$5,000 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 0.35% advisory fee back.4

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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 at Wells Fargo Advisors?

  • 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 am – 8 pm Eastern Time

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 0.35% advisory fees back.4

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 

1. Ranking is based on the number of Financial Advisors.

2. 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).

3. 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 0.30%, instead of the standard advisory fee of 0.35%. The advisory fee discount will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Portfolio by Wells Fargo program. If your Intuitive Investor account is not linked to a Wells Fargo Bank Portfolio by Wells Fargo program within 90 days, the discounted advisory fee will no longer apply, and the standard advisory rate of 0.35% will apply. If the Wells Fargo Bank Portfolio by Wells Fargo program is terminated, the discounted advisory fee will discontinue and revert to the current applicable advisory fee. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Bank Portfolio by Wells Fargo program advisory fee discount. For complete fee information, refer to the Intuitive Investor account fee schedule (PDF). For questions about the Portfolio by Wells Fargo program, call the Premier Banking Team at 1-800-742-4932. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

4. 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.