See WellsTrade® in Action

  • Our demo highlights WellsTrade’s powerful features and tools.
Some functions only available on the website, not the mobile app.

Open Up

The Sign On box

You can open a WellsTrade investment account online or over the phone — and if you encounter any problems, our friendly support staff is there to help.

Already have an online Wells Fargo Banking account? You can access both accounts using the same login information.

Getting Started

how to access your brokerage account summary

This is the Brokerage Account Summary screen — where you can see all your financial information at a glance. There are a number of ways you can fund your account.

The easiest (and quickest) way to transfer money into your WellsTrade account is from a Wells Fargo Banking account. Of course, you can transfer money from other accounts, as well.

Study Group

showing Quotes & Markets, Watchlists, and Market News

Now you have the assets to invest, but do you have the knowledge?

One way is to take advantage of the numerous educational resources and tools attached to your WellsTrade account, including:

  • Market news & notes
  • Commentary & analysis
  • Real-time data
  • Planning and financial calculators

Pick and Choose

Animation showing tools, including the Mutual Fund Screener, Stock Screener, and the Easy Investing Tool

Once you’re up to speed on the investment world, it’s time to choose where you’d like to invest. WellsTrade provides many tools, including the Mutual Fund Screener and the Stock Screener to assist in building an appropriate investment mix for your needs.

Once you’ve been presented with several alternatives, simply choose what you wish to purchase, as well as the amount you’d like to invest.

Watch Closely

Showing how to get a quote from Watchlists screen

Your WellsTrade account allows you to monitor the performance of your investments in an easy-to-read manner.

You can also set alerts to buy more or withdraw money when your investments hit a certain dollar amount.

Reach Out

Showing where to find contact information for customer service

Of course, if you run into issues at any point, our customer service team is always available to help via email or phone.

Next steps

  • If you’ve been waiting for the right time to invest, consider your financial approach to the future and if WellsTrade fits your needs.

WellsTrade® accounts are offered through Wells Fargo Advisors, LLC (Member SIPC), a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

Some functions only available on the website, not the mobile app.

Wells Fargo Bank, N.A., member FDIC, is a banking affiliate of Wells Fargo & Company.

Brokerage products and services including WellsTrade® are offered through Wells Fargo Advisors. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.

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 system 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.

Special Reports

A collection of the most recent thematic reports from Wells Fargo Investment Institute that cover varying topics of interest and importance to investors.

Read Our Insights

 

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