Prices and fees

Pay $0 per online stock and ETF trade.¹ 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.

 

WellsTrade account online commission rates*

	Standard
Stocks/ETFs (excluding Penny Stocks)	$0 per trade1
Mutual Funds: No-Load Transaction Fee	$35
Mutual Funds: No-Load No Transaction Fee	$0

WellsTrade fees

Fees

Amount

Household Annual Fee3 Or IRA Custodial Fee3 (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: Enrollment in only electronic delivery for statements, trade confirmations, other documents, and shareholder communications (excluding tax documents/1099s)4 Linkage to the Portfolio by Wells Fargo® program offered through Wells Fargo Bank N.A.5 $250,000 or more in household balances6 SEP IRA accounts-only households Wells Fargo Private Bank accounts 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.

Check out WellsTrade at a glance for an overview of key features.

¹ $0 per trade is applicable to commissions for online and automated telephone trading of stocks (excluding penny stocks) and exchange-traded funds (ETFs). For stock and ETF trades placed with an agent over the telephone, a $25 agent-assisted trading fee is charged. Each trade order will be treated as a separate transaction subject to commission. An order that executes over multiple trading days may be subject to additional commission. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Other fees and commissions apply to a WellsTrade account. For complete information on fees and commissions, refer to the WellsTrade Commissions and Fees Schedule. Schedule subject to change at any time.

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 $30 per WellsTrade household. A WellsTrade household is comprised solely of WellsTrade accounts with the same ownership or address. Households comprised solely of one or more WellsTrade IRA accounts are subject to a $30 IRA Custodial Fee in lieu of the $30 Household Annual Fee.

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. IRA accounts will be charged only if there are no eligible non-IRA accounts in the household. If an IRA Custodial Fee is due, clients will receive a remittance notice with several payment options. If a payment option is not selected, the fee will be automatically deducted from the IRA in September of each year.

⁴ All accounts must be enrolled in electronic delivery to receive the following documents online only, including statements, trade confirmations, other documents, and shareholder communications, excluding tax documents/1099s. Please note that if a client elects to turn off paper delivery of these documents, they will receive these documents only via Access Online.

⁵ Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule for further information about the Portfolio by Wells Fargo program and applicable bank fees Some brokerage accounts are not eligible to be linked to a Portfolio by Wells Fargo program, and they will not receive Portfolio by Wells Fargo program benefits.

You can avoid the $25 monthly service fee for the Portfolio by Wells Fargo program with $20,000 or more in statement-ending qualifying linked bank deposit account balances (checking, savings, time accounts (CDs), FDIC-insured IRAs) and investment account balances (brokerage available through our brokerage affiliate Wells Fargo Advisors, Investment & Fiduciary Services, annuities, and foreign exchange). For more information, call Wells Fargo Bank, N.A. at 1-866-245-3452. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

Wells Fargo Advisors:
• Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
• Certain brokerage accounts are not available.

Insurance and annuities:
• Products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
• If the annuity becomes annuitized, or a periodic payment schedule has been established, the remaining balance will no longer be eligible for qualification.

⁶ Your total household value includes all assets listed in your WellsTrade account statements, except for those shown under the “Other Assets/Liabilities” section. The grouping of accounts into a household is based on account eligibility and family relationships 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.