Wells Fargo Advisors provides a full range of investing services and financial solutions. If an IRA Custodial Fee is due, clients will receive a remittance notice with several payment options. Our demo is a great starting point. It is your responsibility to ensure that all eligible accounts are included in your household. We know do-it-yourself trading is one of several ways investors manage their money,” said Jim Hays, president of Wells Fargo Advisors. Need help opening a new account? Wells Fargo Advisors is not responsible for the information contained on third-party websites. Understand your 401(k) options before you take action. During times of high volume of trading at the market opening, or intra-day, clients may experience delays in system access or execution at prices significantly away from the market price quoted or displayed at the time the order was entered. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. 6 Your total household value includes all assets listed in your WellsTrade account statements, except for those shown under the “Other Assets/Liabilities” section. Request your free copy of this timely report. 2 No-load mutual funds are mutual funds that do not charge a sales load when you buy or sell the fund. A WellsTrade household is comprised solely of WellsTrade accounts with the same ownership or address. Need help opening a new brokerage account? Option trading and margin investing available. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Invest online with WellsTrade. Mobile deposit not available on all platforms. The Wells Fargo Bank Portfolio by Wells Fargo program has a $30 monthly service fee, which can be avoided when you have one of the following Portfolio by Wells Fargo statement-ending qualifying balances: Image source: Wells Fargo Before the coronavirus pandemic, the … Click here to sign on to your Wells Fargo account(s). The grouping of accounts into a household is based on account eligibility and family relationships such as children, parents, domestic partners, and others. Wells Fargo Advisors Margin Rates. Access to the DIY toolkit you need to make informed investing decisions. Wells Fargo Advisors reduced the annual fee of its hybrid robo Intuitive Investor from 0.50% to 0.35%, and brought account minimums down from $10,000 to $5,000. Please call us at 1-800-TRADERS for more information and to determine whether all eligible accounts have been included in your household. 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. Mobile Deposit is supported on iPhone® and iPad® running iOS 8.0+, Android mobile devices running OS 4.4+ and Windows Phone 10. var dt=new Date();document.querySelector('#footerYear').textContent = dt.getFullYear(); Wells Fargo Clearing Services, LLC. Check out WellsTrade at a glance for an overview of key features. Visit WellsFargoAdvisors.com to consult a Financial Advisor today. 5 Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule for further information about the Portfolio by Wells Fargo program and applicable bank fees. An order that executes over multiple trading days may be subject to additional commission. Some brokerage accounts are not eligible to be linked to a Portfolio by Wells Fargo program, and they will not receive Portfolio by Wells Fargo program benefits. 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