|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 || |
|$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 ||Envision® 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 |
Rewards and Benefits
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We understand investing is personal
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We monitor the individual funds in your portfolio and adjust them as necessary to stay on track.
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Schwede- Busard street no. 40, 77937 Riyadh, Saudi Arabia
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+86 488 682 876
Mon - Fri, 10:00-17:00