Account Services

If you’re looking to simplify your life, you’ll find Wells Fargo Advisors offers a variety of products and services to help make it easier to manage your investments.

Access Online

Powerful tools & helpful features

A convenient portal to your accounts that includes powerful tools and features that will help you stay on top of your entire investment portfolio, the markets, and the economy.

View Tour | Sign Up | Mobile Access

Account information

Quick and in-depth views of your portfolio, accounts, and investments

Powerful tools

  • Portfolio tracker
  • Watchlists
  • Market alerts
  • Equity, bond, and mutual fund screeners
  • Wells Fargo OneStopSM portfolio manager (including non-Wells Fargo Advisors accounts)

Online documents

Access all your account documents online:

  • Account statements
  • Trade confirmations
  • Tax documents/1099s
  • Electronic delivery of shareholder communications

In-depth investment, market, and economic information

  • Free real-time quotes
  • Company and mutual fund research
  • Market commentary and monitoring
  • Economic commentary and reports

Brokerage Cash Services

A powerful feature that connects your financial world

Wells Fargo Advisors’ Brokerage Cash Services is an enhanced brokerage feature that combines investing with easy access to digital banking providing seamless navigation between online banking, brokerage, transfers, and bill pay platforms with a sweep of cash balances. It enables access to online and mobile banking with mobile deposits1 including the ability to make online and mobile IRA contributions, access to Wells Fargo SurePay℠, Bill Pay, online wires, transfers and direct deposit (i.e., annuity and Social Security payments and payroll deposits).

With Brokerage Cash Services, deposits to investment accounts can also be made with tellers at Wells Fargo branches. Deposits are processed through an associated limited-purpose Wells Fargo Bank account in your name.

Brokerage Cash Services creates an integrated relationship. It combines investing and financial management resources into an easy-to-manage account. It’s a comprehensive asset management feature that gives you the “big picture” of your finances by connecting your financial world:

  • Your investment accounts (brokerage, IRAs, trust accounts, etc.)
  • Financial management services2

It’s simple. It’s flexible. It’s designed for maximum convenience.

Cash sweep program

Helping ensure your money is accessible

Through Wells Fargo Advisors Cash Sweep program, clients may earn income on uninvested cash balances in their account. The Cash Sweep program consists of two distinct options:

  • Wells Fargo Advisors Bank Deposit Sweep
  • Money Market Fund Sweep

Eligibility is based on the type of investment account and nature of account ownership.

View our Rates

How our Bank Deposit Sweep Program works

With the Wells Fargo Advisors Bank Deposit Sweep, you can have up to $1 million in FDIC insurance for deposits in your Wells Fargo Advisors account.

Additional information is contained in the Wells Fargo Advisors Sweep Features Eligibility (PDF) and the Cash Sweep Program Disclosure Statement (PDF).

FDIC insurance coverage for the Bank Deposit Program

Balances in the Wells Fargo Advisors Bank Deposit Sweep are insured up to $250,000 (or other applicable amount) per Affiliated Bank by the Federal Deposit Insurance Corporation (FDIC) for each category of legal ownership for a total of $1 million in FDIC insurance coverage.

The following banks are affiliates of Wells Fargo Clearing Services, LLC (“WFCS”) and will be operating as affiliated program banks (“Affiliated Banks”) pursuant to the WFA Bank Deposit Sweep Program:

  • Wells Fargo Bank, N.A.
  • Wells Fargo Bank South Central, N.A.
  • Wells Fargo Bank Northwest, N.A.
  • Wells Fargo Financial National Bank

Uninvested cash balances will be swept to these banks, each of which is eligible for federal deposit insurance up to $250,000. Balances in the Bank Deposit Sweep in excess of $1 million will be deposited at Wells Fargo Bank, N.A. and may not be FDIC insured.

For purposes of calculating FDIC insurance limits, the cash balances in the Bank Deposit Sweep Program at any one of the Affiliated Banks will be combined with deposit balances held directly by or indirectly for you at the same bank (including checking accounts, CDs and other deposits in your name or held through an agent or fiduciary in the same capacity) in the same ownership category.

You are responsible for monitoring the total amount of all direct or indirect deposits held by you or for you with these banks for purposes of determining the amounts eligible for coverage by FDIC insurance, including deposits in brokerage sweep accounts and/or deposit accounts.

The limitations on FDIC coverage apply to your deposits, whether made by you, on your own, or through the Bank Deposit Sweep Program. To assist you with calculating your aggregated deposits and the associated insurance coverage, the FDIC has an online Electronic Deposit Insurance Estimator available at www.fdic.gov/edie.

Please see the Cash Sweep Program Disclosure Statement (PDF) for more information on FDIC insurance coverage.

1 Your mobile carrier's message and data rates may apply.
2 Financial management services are offered by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to, Wells Fargo Bank, N.A. and divisions of Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. is an affiliate of Wells Fargo Advisors and a subsidiary of Wells Fargo & Company.

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
CAR0816-06249
CEX1803