Our Online Investing Approach
- User-friendly platform for managing investments online
- Access your Wells Fargo Advisors investment accounts and your Wells Fargo Bank accounts with a single user name and password and take advantage of Brokerage Cash Services for convenient money movement
- Accessible from your computer, smartphone or tablet
A WellsTrade investment account provides access to a user-friendly online platform so you can start investing today. Our platform provides all the resources you need to invest with confidence — any time, from anywhere.
Take Control of Your Future
WellsTrade provides the information you need to make informed investing decisions: real-time quotes, financial news, stock reports, and investment guidance.
You can invest in your choice of stocks, no-load mutual funds, exchange-traded funds (ETFs), bonds and more. With competitive trade fees and several easy ways to avoid the WellsTrade Household Annual fee*, you can make more of your money work for you.
If you also have a Wells Fargo bank account, you can simplify your banking and investing. With a single sign-on you can securely access your Wells Fargo Advisors investment and Wells Fargo banking accounts on your PC, laptop, tablet, and smartphone** and take advantage of Brokerage Cash Services for convenient online money movement including the ability to deposit checks using your smartphone**.
With Brokerage Cash Services you can also visit the tellers at Wells Fargo branches and make deposits, which are processed through an associated limited-purpose Wells Fargo Bank account in your name.
If you need additional financial guidance, investment professionals are available over the phone.
All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security. There is no assurance any investment strategy will be successful or that a fund will meet its investment objectives. An investment will fluctuate and, when sold, may be worth more or less than the original cost.
*The $30 Household Annual Fee or the IRA Custodial Fee (for IRA only households) can be waived with one of the following for all WellsTrade accounts in your household as of June 30 each year: 1) electronic delivery only enrollment for statements, trade confirmations, other documents and shareholder communications (excluding tax documents/1099s), 2) linkage to the Portfolio by Wells Fargo program 3) household balances of $250,000 or more, 4) households with solely SEP IRA, or 5) Wells Fargo Private Bank account. If a Household Annual Fee is due, the highest-value account in the client’s household that is eligible to be charged a fee will be debited in September of each year.
Households comprised only of IRA accounts will be subject to a $30 IRA Custodial Fee. Households with an IRA and any other account type that is not exempt from annual fee will be subject to the $30 Household Annual Fee. IRA Custodial Fee will be waived for households paying a household annual fee. If an IRA Custodial Fee is due, clients will receive a remittance notice in August 2017 with several payment options. If a payment option is not selected, the fee will be automatically deducted from the IRA in September 2017. If there is more than one non-exempt IRA in the household, the fee will be equally divided amongst the non-exempt IRAs.
The grouping of accounts into a household is based on account eligibility and family relationship such as children, parents, domestic partners, and others. Certain accounts cannot be included in a household. Please call us at 1-800-TRADERS for more information and to determine whether all eligible accounts have been included in your household. It is your responsibility to ensure that all eligible accounts are included in your household
*Other fees and commissions apply to a WellsTrade® account. For complete information on fees and commissions refer to the WellsTrade® Account Commissions and Fee Schedule on wellsfargo.com
**Availability may be affected by your mobile device’s coverage area. Mobile deposit not available on all platforms. Mobile Deposit is supported on iPhone® and iPad® running iOS 8.0+, Android mobile devices running OS 4.4+ and Windows Phone 10. Your mobile carrier’s message and data rates may apply.