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1. Wells Fargo & Company and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may affect your own situation.
2. When you link your Intuitive Investor account to your Wells Fargo Bank Portfolio by Wells Fargo program, your 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. Learn more about the Portfolio by Wells Fargo program, or call our Premier Banking Team at 1-800-742-4932.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.