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Compare Ways to Invest

We understand investing is personal

We’ve made it easy. Start today by comparing your ways to invest with us.

Features
WellsTrade® Brokerage Account
Intuitive Investor® Account
Dedicated Financial Advisor
Overview
Take control of your investing. Buy and sell stocks, ETFs and no-load mutual funds online with a WellsTrade brokerage account from Wells Fargo Advisors.
Combine digital investing technology with professional advice to help you achieve a diversified portfolio based on your goals.

Work with a dedicated financial advisor to develop a personalized investment strategy to help you reach your goals.

Minimum initial investment
$0
$5,000
Varies, from $100,000
Online account access and service
Yes
Yes
Yes
Personalized investment advice
N/A
Phone-based team of advisors available for guidance and questions
Dedicated advisor to help with customized planning and investing in person or by phone
Research tools and market news
Yes
Yes
Yes
Additional services
N/A
Daily automatic account monitoring and rebalancing
investment planning, account monitoring and rebalancing
Fees

$0 online stock and ETF trades (excluding penny stocks)

0.35% (0.30% for Wells Fargo Bank Portfolio by Wells Fargo® customers)


Fees vary based on your relationship services and account types


Typical investor profile
Do-it-yourself investors seeking a low-cost, online brokerage account to manage their own investments
Investors looking for an automated diversified portfolio with ongoing account monitoring and rebalancing
Our highest level of service and support, for investors looking for a fully customized investment experience.
Next steps

Learn more

Open an Account

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Contact an Advisor

Need help deciding what’s right for you?

Answer a few questions to find features and services that match how you'd like to invest with us. If you have any questions, give us a call at 1-866-243-0931.

We monitor the individual funds in your portfolio and adjust them as necessary to stay on track.