If you’re not satisfied with your Intuitive Investor account, you can activate the satisfaction guarantee within 90 days of your portfolio being invested. We’ll refund all advisory fees paid during this period, and we’ll also waive any outgoing account transfer and IRA termination fees. Please note that this guarantee does not protect you against market losses. Call 1-855-283-5567 for more information.
If your balance falls below $4,000, whether through market declines or withdrawals, we will suspend trading activity (except for client-requested withdrawals) until your balance is at least $4,000.
The $4,000 minimum helps ensure we’re able to keep your portfolio balanced, diversified, and properly invested across multiple asset classes. For example, if your balance falls below $4,000, there aren’t enough funds available to invest the correct percentage in your portfolio’s various asset classes. And that would create a situation where we can’t keep your portfolio balanced and aligned to your investment goal, time frame, and risk tolerance.
Ongoing, if your balance remains below $4,000 for 30 days after the end of the calendar quarter, we will remove your account’s advisory features and convert it into a WellsTrade® self-directed brokerage account (in accordance with your Intuitive Investor account terms). View a list of brokerage fees that apply to WellsTrade accounts.
If you’re considering closing your account, you have 2 options:
- Convert your Intuitive Investor portfolio into a self-directed WellsTrade brokerage account. Your account would no longer incur the Intuitive Investor account annual advisory fee, but it would be subject to the WellsTrade account brokerage fees. And we do not charge a conversion fee.
- Close the account completely and instruct Wells Fargo Advisors to either sell your holdings or transfer them into a different brokerage account. This option could incur a $95 fee for processing an outgoing account transfer.
To discuss account-closing options, call us at 1-855-360-4407, Monday – Friday, 8:00 am – 8:00 pm ET.