Skip to main content

## How can we help?

- ‍ Customer service and FAQs

## Popular FAQs

- How can I start working with a Financial Advisor?
- What types of accounts does WellsTrade support?
- What are the WellsTrade account fees and commissions?
- See more FAQs

# Empower your financial vision

## Personalized investing.

Get simplified investing
options built with you in mind.

Learn more

## Dedicated financial advisor

Personalized investment planning and advice

WF Advisors

WF Advisors

## Solutions Financial Advisor Team

Investment guidance and goal-
based planning

Solutions Advisors

Solutions Advisors

## Automated investing

Begin your investing journey with just $500

Intuitive Investor®

Intuitive Investor®

## Do-it-yourself investing

Hands-on control with $0 online stock and ETF trades

WellsTrade®

WellsTrade®

Compare ways to invest

## Grow your legacy with Private Wealth

Preserving wealth, fostering growth, and
powering legacies for generations

Learn more
‍

## Investing strategies and insights

### Investment Strategy update

Weekly market insights and possible impacts on investors from WF Investment Institute.

Get the report

### Scams are on the rise. Protect yourself.

Recognize the tell-tale signs of scams so you won’t be the next victim.

See what to look for

### Retirement strategies

Whether you're close to retirement or years away, we can help you build a retirement plan to help meet your goals.

Retirement center

## Award-winning digital experience

WF Advisors ranked #1 in Client Satisfaction with Wealth Management Digital Experience among Advised Investor.

## Award-winning digital experience

WF Advisors ranked #1 in Client Satisfaction with Wealth Management Digital Experience among Advised Investor.

Get the highly-acclaimed WF Mobile®app

‍

## Benefits and resources

### Make your money work for you

Understand the importance of cash flow planning and how it can help you stay on track.

Tips to consider

### Understanding digital assets

WF Investment Institute provides an overview of what digital assets are and their importance to the digital future.

Learn more

Investment and Insurance Products are:

- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

J.D. Power’s 2025 U.S. Wealth Management Digital Experience Study (announced November 2025) is a benchmarking study of large U.S. wealth management firms assessing investor digital experiences across websites and mobile apps. Data was collected June–August 2025 from investors who identified WF Advisors as their primary wealth management firm, had interacted with the firm’s website or mobile app in the past year, and reported either an advised or DIY relationship. Results were weighted by market share, panel source mix, and evaluated channel to support comparability across firms. A minimum number of 100 surveys total and at least 30 surveys for each channel are required to be included. Survey included feedback on 4 main categories: Design, System, Information, and Tools/Capabilities. Study is independently conducted, and the participating firms do not pay to participate; however, use of award and promotional materials is subject to a license fee.

Availability may be affected by your mobile carrier's coverage area. Your mobile carrier's message and data rates may apply.

$0 per trade is applicable to commissions for online and automated telephone trading of stocks and exchange-traded funds (ETFs). For stock and ETF trades placed with an agent over the telephone, a $25 agent-assisted trading fee is charged. Each trade order will be treated as a separate transaction subject to commission. An order that executes over multiple trading days may be subject to additional commission. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Other fees and commissions apply to a WellsTrade account. For complete information on fees and commissions, refer to the WellsTrade Account Commissions and Fees Schedule. Schedule subject to change at any time.

Investment products and services are offered through WF Advisors. WF Advisors is a trade name used by WF Clearing Services, LLC (WFCS) and WF Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of WF & Company.

WF Investment Institute, Inc., (WFII) is a registered investment adviser and wholly owned subsidiary of WF Bank, N.A., a bank affiliate of WF & Company.

WellsTrade® and Intuitive Investor® accounts are offered through WFCS.

Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM). WIM offers financial products and services through bank and brokerage affiliates of WF & Company. Bank products and services are available through WF Bank, N.A.

WF Bank, N.A. ("the Bank") offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. WF affiliates, including Financial Advisors of WF Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

WF and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

Screen images are simulated. Features, functionality, and specifications appearing in those images may change without notice.

Android, Google Play, Chrome, Pixel and other marks are trademarks of Google LLC.

Apple, the Apple logo, Apple Pay, Apple Watch, Face ID, iCloud Keychain, iPad, iPad Pro, iPhone, iTunes, Mac, Safari, and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries. Apple Wallet is a trademark of Apple Inc. App Store is a service mark of Apple Inc.

[PM]-07232027-5126330

DT2-10292027-18-8903472-1.1

You are leaving the WF website.

You are leaving # and entering a website that WF does not control.

WF has provided this link for your convenience, but does not endorse and is not responsible for the products, services, content, links, privacy policy, or security policy of this website.

You are leaving the WF website.

You are leaving # and entering a website that WF does not control.

WF has provided this link for your convenience, but does not endorse and is not responsible for the products, services, content, links, privacy policy, or security policy of this website.

You are leaving the WF website.

You are leaving # and entering a website that WF does not control.

WF has provided this link for your convenience, but does not endorse and is not responsible for the products, services, content, links, privacy policy, or security policy of this website.

## Footnote