Introducing Intuitive InvestorSM

Your low-cost, online investment account, merging intelligent technology with professional guidance.

 

Investor, meet portfolio

The Intuitive Investor account takes our investing services and provides them to you online. You tell us your investment needs and tolerance for risk, and our smart technology recommends a portfolio that fits; it’s that easy.

Answer 8 questions and you’ll get a fully managed and diversified portfolio with access to a team of financial advisors, making the path to your financial future just a little bit easier.  

How it works

Match

In a few questions, you’ll get an expert-designed investment portfolio to fit your financial needs.

Invest

Open and fund your account with $10,000 or more and we’ll put your money to work.

Adjust

We’ll take it from here, monitoring your portfolio daily to help keep it on track.

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The Portfolios

Want an expert-designed portfolio? We built 9.

Your answers to our 8 questions tell us things like how comfortable you are with risk and how long you want to invest, allowing our automated investing technology to recommend the portfolio that fits best. This means that you’re getting not only a diversified portfolio, but the right one for your needs.

See Our Portfolios

The Technology

Intelligent investing

From the second you open an account, our technology kicks into gear, investing deposited funds into your recommended portfolio. With day-to-day monitoring, we can proactively rebalance your portfolio, making sure that as the market fluctuates and the world around you changes, you stay aligned with your selected investment strategy.

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The Advisors

Personalized service, professional advice

It’s what makes us different. Invest knowing that if you need help, a Financial Advisor can provide guidance and answer any investment questions you may have, such as:

  • Why was this portfolio recommended for me?
  • What happens if my financial situation changes?
  • How is my account performing?
  • What happens to my portfolio in a volatile market?
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The Cost

No hidden surprises

No transaction fees, no hidden advisory fees, no commission fees. Just an of 0.50% (discounts available1), plus the fees and expenses associated with the funds in your portfolio. This means that with a minimum investment of $10,000, your estimated quarterly fees would be just $12.50. With it, you get account monitoring, automated rebalancing, and access to financial advisors if you need a little guidance.

Advisory Fee

One advisory fee covers all account services: Account setup, access to human advice, investment selection, commissions, trades, rebalancing, maintenance, optional Tax Loss Harvesting services. Other fees will apply, including any underlying fees and expenses of the exchange traded funds used in your portfolio.

View Fees (PDF)
0.50 percent annual advisory fee

Get a portfolio recommendation in minutes. If you’re not happy within the first 90 days, you’ll get your 0.50% advisory fees back with our Satisfaction Guarantee.*

Get Started

*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.

Still have questions? We can help.

FAQs

Get answers to your
online investing
questions.

How it Works

Learn more about how the
Intuitive Investor
account works.

Financial Advisor Guidance

Call 1-855-283-5567
Mon–Fri: 8:00am–8:00pm ET

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

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

1When 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% (effective 10/1/17). 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 fee schedule (PDF). For questions about Portfolio by Wells Fargo, call our Premier Banking Team at 1-800-742-4932.

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