Take a Tour of Our Online Features
Discover how easy it is to manage your Wells Fargo Advisors accounts anytime from any device.
Your financial picture at a glance
Keep tabs on all of your Wells Fargo Advisors investments quickly and easily.
- Select a summary view of all accounts, one account, or an account group
- See if your portfolio is on target
- View your asset allocations and performance
- Review recent activity and orders
- Get quick quotes and set market alerts
- Send secure messages and documents to your advisor
- Execute trades from your self-directed account
- Access your Wells Fargo accounts and banking services with a single sign-on
BROKERAGE OVERVIEW
Real-time market updates
Access your watchlists, get quotes, and see your portfolio pricing, all without leaving your Brokerage Overview.
PORTFOLIO HOLDINGS
Customized portfolio views
Choose a preset view that’s most helpful for you, or create custom views to focus on the details that matter to you.
RESEARCH & ANALYSIS
Informative research
Get broad economic and investment overviews, or drill down for a detailed analysis on companies you’re interested in.
