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 The Wells Fargo Bank Portfolio by Wells Fargo program has a $30 monthly service fee, which can be avoided when you have one of the following Portfolio by Wells Fargo qualifying balances: $25,000 or more in qualifying linked bank deposits (checking, savings, time accounts (CDs), FDIC-insured IRAs), or $50,000 or more in qualifying linked bank, brokerage (available through our brokerage affiliate Wells Fargo Advisors), and credit balances (including 10% of mortgage balances, certain mortgages not eligible). Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
3 When you link your Intuitive Investor account to your Wells Fargo Bank Portfolio by Wells Fargo program, your 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. Learn more about the Portfolio by Wells Fargo program, or call our Premier Banking Team at 1-800-742-4932.