You’ll pick it right up

Wells Fargo Advisors created WellsTrade® to give you a simple and convenient way to take an active role in investing for your future. Conveniently and effectively control all of your investment decisions — while still receiving the guidance you want.

  • Plan and create your investment portfolio
  • Access online tools, as well as leading investment research and analysis to help you make well-informed investment decisions
  • Monitor your account’s activities and balances

Want to see more? See the WellsTrade® platform in action.

Would you like to see a menu?

A WellsTrade® account offers a wide variety of investment choices for whatever your investment goals may be, allowing you to plan for the future on your terms. Choose to invest in:

Investment Accounts

  • IRAs
  • General investing and trading accounts
  • Education Savings Accounts

Investment Products

  • Mutual funds
  • U.S. stocks and options
  • Exchange-traded funds
  • Bonds: U.S. government, corporate or municipal

Let’s get together

All of your Wells Fargo banking accounts and Wells Fargo Advisors investment accounts can be accessed with one login:

  • Transfer money easily from a Wells Fargo Bank account into your WellsTrade® account
  • See all of your balances and account activity on one screen

Wells Fargo Bank, N.A., member FDIC, is a bank affiliate of Wells Fargo & Company

Lean on us

You’re in charge, but you’re not on your own. We provide you with a strong support system, including online tools and resources, to help you make well-informed financial decisions. Stay up to date with unlimited access to:

  • Market news, insights and analysis
  • Real-time stock quotes and other market data
  • Planning and financial calculators

Trust is earned

Since 1852, Wells Fargo & Company has built its reputation on strength, stability and integrity. When you manage your investments with a WellsTrade® account, you can be confident you are working with one of the largest financial brands in the world.

Swipe, swipe, tap

Invest on the go or on the couch by accessing your WellsTrade® account anywhere using your mobile* or tablet device to:

  • Place trades
  • View account activity
  • Get real-time quotes, market news and data
  • Manage your alerts and watchlists

*Your mobile carrier's message and data rates may apply

Dollars and cents

With our competitive pricing model, you will only be charged $8.95 every time you make an online stock or ETF (Exchange-Traded Funds) trade within your WellsTrade® account. You can also purchase a variety of no-load, no-transaction fee mutual funds. If your account qualifies, there is no annual fee on your WellsTrade® account.*

*Other fees and commissions apply to a WellsTrade® account. For complete information on fees and commissions refer to the WellsTrade® Account Commissions and Fee Schedule on wellsfargo.com

*Waived with one of the following for all WellsTrade accounts in your household as of June 30 each year:

  • Enrollment in only electronic delivery for statements, trade confirmations, other documents and shareholder communications (excluding tax documents/1099s)
  • Linkage to the Portfolio by Wells Fargo program
  • $250,000 or more in household balances
  • SEP IRA accounts only households
  • Wells Fargo Private Bank accounts

*Investing in a mutual fund involves risk including the possible loss of principal. No-load mutual funds are mutual funds that do not charge a sales load when you buy or sell the fund. A transaction fee is a trading fee that is charged by the brokerage firm when you buy or sell shares of a fund. A no-load fund may charge fees that are not sales loads, such as purchase fees, redemption fees, exchange fees, and account fees. Other fees and expenses, including those which apply to a continued investment in the fund, are described in the fund's prospectus.