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Tools, tips, and features

Wells Fargo Advisors created WellsTrade® to give you a simple and convenient way to take an active role in investing for your future.

You’ll have access to the tools, resources, and proprietary research and analysis to help you make informed investing decisions:

  • Market news, insights, and analysis
  • Real-time stock quotes and other market data
  • Large collection of research including proprietary market commentary and analysis from the Wells Fargo Investment Institute and from independent sources like Morningstar
  • A robust set of tools including stock, mutual fund, ETF and bond screeners, and an asset allocation tool

Planning and financial calculators

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

Access to the service may be limited, delayed, or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication, or systems problems, or for other reasons. During times of high volume of trading at the market opening, or intra-day, clients may experience delays in system access or execution at prices significantly away from the market price quoted or displayed at the time the order was entered.