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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


Real-time market updates

Access your watchlists, get quotes, and see your portfolio pricing, all without leaving your Brokerage Overview.


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.


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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