It’s Not Just Robo-Investing

With an Intuitive InvestorSM account, you get the efficiencies of without sacrificing the service and guidance you expect from Wells Fargo Advisors. We integrate smart technology with our human investment expertise and service model.

Get Started

Learn more about Intuitive Investor accounts by reviewing our FAQs and fee schedule (PDF).

Intelligent technology simplifies your investing

Intelligent technology simplifies your investing

Opening an Intuitive Investor account takes just 4 steps:

  1. Answer 8 easy questions about your investment goal, time frame, and risk tolerance.
  2. View your recommended investment portfolio right away.
  3. Open an account (choose a standard brokerage account -- individual or joint, Roth IRA, Traditional IRA, or SEP IRA).
  4. Sign your account documents, and then add at least $10,000 to your account.

And we take it from there. Our intelligent technology invests, monitors, and rebalances your portfolio — all the while keeping you updated and informed along the way.

Backed by experts

The experts at Wells Fargo Investment Institute built and maintain 9 asset allocation portfolios, each with varied weights in 8 – 11 asset class segments. Then they carefully select individual to fulfill the recommended asset allocation within each .

Exchange Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.

Learn more about the work of the Wells Fargo Investment Institute and the overall Intuitive Investor account approach to building portfolios (PDF).

Backed by experts

Recommending a portfolio for you

Our experts built 9 portfolios that span the risk/return spectrum. Each portfolio’s asset allocation is designed for efficiency and diversification, while seeking the optimal return within each risk level. We’ll invest your account in the one that aligns with the answers you provided about your investment goal, risk tolerance, and time horizon.

Each point represents a portfolio, ranging from less risky to more risky. Select a point to preview the portfolio’s asset allocation, objective, and average expense ratio.

Less Risk
More Risk

Ongoing support

In addition to our team of Financial Advisors, we provide 24/7 phone support for general account questions. We also remind you each quarter to review and if your financial circumstances have changed, to revisit the questionnaire.

Our team of Financial Advisors is available by phone Monday – Friday, 8:00 am – 8:00 pm Eastern Time, to discuss your portfolio.

Getting started

Our technology will select your investment portfolio based on your responses to our online questionnaire.

The questionnaire addresses your investment goal and time frame for the money you want to invest, as well as your comfort level with investment risk.

Start Questionnaire

Questions about Intuitive Investor accounts?

Read our FAQs or call us at 1-855-283-5566, Monday – Friday, from 8:30 am – 9:30 pm, or Saturday, from 10:30 am – 7:00 pm Eastern Time.

Obtain more information about our firm and financial professional. FINRA's BrokerCheck 

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.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

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