Take a Tour of Our Online Features

Discover how easy it is to manage your Wells Fargo Advisors accounts anytime from any device.

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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.

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Interactive charts

Chart and compare stocks using a variety of indicators and timelines to help you analyze securities and trends.

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