Choose The WellsTrade® Account That Works Best For You

A WellsTrade account offered by Wells Fargo Advisors opened online comes with Brokerage Cash Services, which give you convenient money-movement options such as online money transfers between your Wells Fargo accounts and mobile check deposits using your smartphone. 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 your name.

Standard Account

  • Trade stocks, bonds, no-load mutual funds, ETFs and more
  • Maintain your investments with robust tools and resources

Open a Standard account

Traditional IRA

  • Contributions may be tax deductible
  • Potential earnings grow tax-deferred

Open a Traditional IRA

Roth IRA

  • Tax-free qualified distributions
  • Access to your contributions anytime: tax-free

Open a Roth IRA


For complete information on fees and commissions, refer to the WellsTrade Account Commissions and Fee Schedule. The Schedule is subject to change at any time.

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

Investment products and services are offered through Wells Fargo Advisors. 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.

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WellsTrade account features, fees and services

Find out: Are you eligible?

Compare Traditional and Roth IRAs

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FINRA’s BrokerCheck:
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Wells Fargo Advisors and its financial professionals.

Important Information and Footnotes

Mobile deposit is only available through the Wells Fargo Mobile® app on eligible mobile devices. Deposit limits and other restrictions apply. Some accounts are not eligible for mobile deposit. Availability may be affected by your mobile carrier's coverage area. Your mobile carrier's message and data rates may apply. See Wells Fargo’s Online Access Agreement and your applicable business account fee disclosures for other terms, conditions, and limitations.

Qualified distributions, which are tax-free and not included in gross income, occur when your Roth IRA has been open for more than five years and you are at least age 59½, or you are disabled, or you are using the first-time homebuyer exception, or the payment is made to your beneficiary due to your death.

Disclosures

  • WellsTrade® brokerage accounts are offered through WFCS.

  • Wells Fargo 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.

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

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