Get an overview of the highlights of WellsTrade’s powerful features.*
Open your WellsTrade investment account online or over the phone, with access to our friendly support staff if you need help.
Already have an online Wells Fargo Banking account? You can access both accounts using the same login information.
Funding 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.
You’ll be able to see all your account activity on the Brokerage Account Summary screen.
Take advantage of the powerful resources and tools that come with your WellsTrade account, including:
- Market news & notes
- Commentary & analysis
- Real-time data
- Planning and financial calculators
Choosing your portfolio
When you’re ready to choose where you’d like to invest, WellsTrade provides helpful tools, including the Stock Screener, the ETF Screener, and the Mutual Fund Screener to help you build a portfolio aligned with your goals.
Simply choose what you wish to purchase and the amount you’d like to invest.
Monitoring your portfolio
Easily monitor the performance of your investments on your smartphone,* tablet, or computer.
You can also set alerts to buy more or withdraw money when your investments hit a certain dollar amount.
Our team of professionals is always available to help by email or phone.
*Some functions are not available on the mobile app.