Footnote1Plus any applicable manager or fund fee on advisory accounts. Please refer to the Personalized UMA ADV Part 2A wrap fee program brochure for more information. For information on brokerage account fees and expenses (non-advisory), refer to Wells Fargo Advisors’ Reg BI Disclosure (PDF).
Footnote2When you link your Solutions advisory account offered through Wells Fargo Advisors to your Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account, you will receive a discount on your Solutions advisory account advisory fee. The advisory fee discount will be based on the type of checking account you have and will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account. If your Solutions advisory account is not linked to a Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account within 90 days, the discounted advisory fee will no longer apply and the standard advisory fee of 0.60% will apply. If the Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account is closed, or converted to another non-eligible product, the discounted advisory fee will discontinue and revert to the standard advisory fee of 0.60%. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Bank Prime Checking, Premier Checking, or Private Bank Interest Checking account advisory fee discount. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule for further information about the Prime Checking and Premier Checking account and applicable bank fees. For The Private Bank Interest Checking account and applicable bank fees, refer to both the Wells Fargo Consumer Account Fee and Information Schedule and The Private Bank Consumer Deposit Products Disclosure. The Prime Checking account has a $25 monthly service fee. The fee can be avoided each fee period with $20,000 or more in statement-ending qualifying linked balances. The Premier Checking account has a $35 monthly service fee. The fee can be avoided each fee period with $250,000 or more in statement-ending qualifying linked balances. The statement- ending qualifying balances for each of these account types include linked (a) consumer bank deposit account balances (checking, savings, time accounts (CDs), FDIC-insured IRAs) and (b) investment account balances (investments available through our affiliate Wells Fargo Advisors, and applicable bank fiduciary and custody accounts). Wells Fargo may waive the monthly service fee at its discretion for promotional or other purposes. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Footnote 3 How to qualify for this offer
To be eligible: Offer is valid for new Intuitive Investor accounts opened between March 27, 2026, and September 30, 2026. Offer is not available for existing Intuitive Investor accounts or Intuitive Investor accounts already receiving a Wells Fargo employee discount.
To receive the advisory fee waiver: You must open a new Intuitive Investor account and initially fund your account with $50,000 or more between March 27, 2026, and September 30, 2026. Cash, securities, or retirement assets used to fund the account may come from any source other than a pre-existing Intuitive Investor account. Securities and retirement assets will be valued as of the date they are received by Wells Fargo Clearing Services, LLC (WFCS). Limited time only. Accounts must be opened and funded by September 30, 2026, to qualify.
Only the annual advisory fee (typically 0.35%) is waived. Account fees, operational fees, service fees, wire transfer fees, fund management expenses and other costs related to the funds in your portfolio will still apply (as explained in each fund’s prospectus in the fees and expense section). For complete fee information, refer to the Intuitive Investor fee schedule (PDF).
Accounts that meet the qualifications of this offer will be excluded from the Intuitive Investor advisory fee billing process for the calendar year 2026. This promotional advisory fee waiver will end December 31, 2026, and normal advisory fee billing will begin on January 1, 2027. For any questions or concerns about the fee waiver, please call us at 1-877-440-9455 and reference Fee Waiver Promotion. This promotion has no cash value and may not be combined with any other offer or discount.
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 investments and investment accounts are not eligible for linking.
Wells Fargo Advisors is not an FDIC-insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A., Member FDIC. Deposit insurance only protects against the failure of an insured depository institution.