Intuitive InvestorSM Account FAQs
Check this page for answers to common questions, or call us at 1-855-283-5565, 24 hours a day, 7 days a week.
Security and Privacy Questions
Questions About Funding Your Account
Tax Loss Harvesting (TLH) Questions1
1Wells 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.
2The 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.
3When 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% (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. Learn more about the Portfolio by Wells Fargo program, or call our Premier Banking Team at 1-800-742-4932.
4If you are unsatisfied with your Intuitive Investor account, the satisfaction guarantee can be activated anytime within 90 days of your portfolio being invested. We will refund all accrued advisory fees and waive any outgoing account transfer or IRA termination fees. Please note that this guarantee does not protect you against market losses. Call 1-855-283-5567 for more information.