WellsTrade® Prices and Fees
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Dollars and cents
With our competitive pricing model, you will only be charged $5.95 (or $2.95 if your account is linked to the Portfolio by Wells Fargo® program) every time you make an online stock or ETF (Exchange-Traded Funds) trade within your WellsTrade1 account. You can also purchase a variety of no-load, no-transaction fee mutual funds.2
A $30 Household Annual Fee3 applies, see the below table to see the different options to waive this fee.
| Standard | Portfolio by Wells Fargo program | |
|---|---|---|
| Stocks/ETFs | $5.95 per trade | $2.95 per trade |
| Mutual Funds: No-Load Transaction Fee |
$35 | $35 |
| Mutual Funds: No-Load No Transaction Fee |
$0 | $0 |
| Qualification Requirements | None | WellsTrade brokerage account linked to the Portfolio by Wells Fargo program |
| Fees | Amount |
|---|---|
| Household Annual Fee Or IRA Custodial Fee (for IRA only households) |
$30 per household You can avoid this fee with one of the following as of June 30 for all accounts in your WellsTrade household:
Fee will be charged in September of each year. |
* Other fees and commissions apply to a WellsTrade investment account. For complete information, refer to the WellsTrade Account Commissions and Fees schedule.
Next steps
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1 Discounted flat rate commissions as follows: $2.95 per trade when your Wells Fargo Advisors WellsTrade account is linked to the Portfolio by Wells Fargo program. Unlimited $2.95 trades can be applied to commissions for online and automated telephone trading of stocks (excluding penny stocks) and exchange-traded funds. Each trade will be treated as a separate transaction, except in the case of commissions for multiple trades in the same security executed on the same side of the market on the same day, which will be aggregated.
2 No-load mutual funds are mutual funds that do not charge a sales load when you buy or sell the fund. A transaction fee is a trading fee that is charged by the brokerage firm when you buy or sell shares of a fund.
3 The $30 Household Annual Fee and 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 a 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.
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