For complete information on fees and commissions, refer to the WellsTrade Commissions and Fees Schedule. A transaction fee is a trading fee that is charged by the brokerage firm when you buy or sell shares of a fund. An order that executes over multiple trading days may be subject to additional commission. Need help opening a new brokerage account? These payments are in addition to the sales charges disclosed in the fee tables found in the prospectuses of the mutual funds of these fund families and Wells Fargo Funds. WellsTrade® and Intuitive Investor® accounts are offered through WFCS. Enter your username and password to securely view and manage your Wells Fargo accounts online. If your Intuitive Investor account is not linked to a Wells Fargo Bank Portfolio by Wells Fargo program within 90 days, the discounted advisory fee will no longer apply, and the standard advisory rate of 0.35% will apply. Please call us at 1-800-TRADERS for more information and to determine whether all eligible accounts have been included in your household. *, Get an overview of WellsTrade’s key functions, features, and capabilities. IRA accounts will be charged only if there are no eligible non-IRA accounts in the household. Request your free copy of this timely report. 4 All accounts must be enrolled in electronic delivery to receive the following documents online only, including statements, trade confirmations, other documents, and shareholder communications, excluding tax documents/1099s. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. For more information, call Wells Fargo Bank, N.A. Get started with our free guide to investing. Wells Fargo reported a $2.4 billion loss in the second quarter and has trimmed its dividend by 80%. Request your free copy of this timely report. For complete information, refer to the WellsTrade Account Commissions and Fees schedule. 5 Things to Expect from Wells Fargo in 2021: 23.12.20: Here's Why Wells Fargo Was Rising on Wednesday: 30.12.20: Wells Fargo Is Trading Close To Its Fair Value: 08.01.21: Why JPMorgan. *Other fees and commissions apply to a WellsTrade® account. Visit WellsFargoAdvisors.com to consult a Financial Advisor today. Wellstrade Fees and Commissions Schedule, Brokerage Account Cost. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.WellsTrade® and Intuitive Investor ® … After all, what you are seeking from your portfolio (growth, or income, or growth and income) in conjunction with other factors like risk tolerance, time horizon and liquidity needs will create the roadmap for your investment strategy. Each trade order will be treated as a separate transaction subject to commission. Wells Fargo Advisors is a trade name used by WFCS and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Certain accounts cannot be included in a household. Investment products and services are offered through Wells Fargo Advisors. Invest online with WellsTrade. Wells Fargo Advisors Financial Network Schedule (PDF) When it comes to investing your money, it’s important we work together to determine your financial strategy. Call us at 1-866-648-9423 to apply for a WellsTrade Account. 3 $30 per WellsTrade household. If a Household Annual fee is due, the highest-value account in the client’s household that is eligible to be charged a fee will be debited in September of each year. Schedule subject to change at any time. You can avoid this fee with one of the following as of June 30 for all accounts in your WellsTrade household: Fee will be charged in September of each year. Check out WellsTrade at a glance for an overview of key features. All rights reserved. Need help opening a new account? • $50,000 or more in qualifying linked bank, brokerage (available through our brokerage affiliate Wells Fargo Advisors®), and credit balances (including 10% of mortgage balances). Call us at 1-866-648-9423 Mon-Fri: 8:30 am – 9:30 pm ET; Sat: 8:30 am – 7 pm ET. 6 Your total household value includes all assets listed in your WellsTrade account statements, except for those shown under the “Other Assets/Liabilities” section. A WellsTrade account opened online comes with Brokerage Cash Services, which give you convenient money-movement such as online money transfers between your Wells Fargo accounts and mobile check deposits using your smartphone 1.You can also visit the tellers at Wells Fargo branches and make deposits, which are processed through an associated limited-purpose Wells Fargo Bank account in … Wells Fargo Advisors was known as Wachovia Securities until May 1, 2009, when it legally changed names following Wells Fargo's acquisition of Wachovia Corporation. The wave of zero-fee trading kept coming Tuesday with Wells Fargo Advisors dropping commissions on stocks and ETFs from WellsTrade, its self-directed trading platform. Get tools, resources, and guidance you need to invest. Pay $0 per online stock and ETF trade.1 You can also purchase a variety of no-load, no-transaction fee mutual funds.2. Each trade order will be treated as a separate transaction subject to commission. Access your Wells Fargo Advisors investment accounts and Wells Fargo Bank accounts with a single user name and password. An investment will fluctuate and, when sold, may be worth more or less than the original cost. Member FDIC. The advisory fee discount will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Portfolio by Wells Fargo program. Wells Fargo Advisors Margin Rates. “WellsTrade offers investors an online solution to make independent investment decisions. The advisory fee discount will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Portfolio by Wells Fargo program. WellsTrade is light on tools and heavy on costs. If an IRA Custodial Fee is due, clients will receive a remittance notice with several payment options. See the below table to see the different options to waive this fee. It is your responsibility to ensure that all eligible accounts are included in your household. Call us at 1-866-648-9423 to apply for a WellsTrade Account. Need help opening a new account? Wells Fargo Advisors provides a full range of investing services and financial solutions. We know do-it-yourself trading is one of several ways investors manage their money,” said Jim Hays, president of Wells Fargo Advisors. Please see the WellsTrade Commissions and Fees for complete information. Contact Wells Fargo Advisors for help with an account, online services, or to correspond via email. 1 Each trade order will be treated as a separate transaction subject to commission. • $25,000 or more in qualifying linked bank deposits (checking, savings, time accounts (CDs), and FDIC-insured retirement accounts), or © 2021 Trade stocks, ETFs, and no-load mutual funds online or on your mobile device** and CDs and bonds by phone. Wells Fargo — Shares of the banking giant slipped more than 7% after Wells Fargo reported weaker-than-expected revenue for the fourth quarter. Click here to sign on to your Wells Fargo account(s). Wells Fargo Advisors offers standard WellsTrade investment accounts and accounts for Traditional IRAs, Roth IRAs, SEP IRAs, and Coverdell Education Savings Accounts (ESAs). Be affected by your mobile device * * and CDs and bonds by Phone trading space compared! 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