A comprehensive online solution for self-directed investors

With the convenience and control of a WellsTrade ® account, it’s easy to invest in an IRA (rollover, traditional, Roth, or SEP), a general investing and trading account, or an Education Savings Account.

With a single sign-on, you can securely access your investment and banking accounts   on your PC, laptop, iPad and smartphone .

Manage your investments with convenience

Whether you trade stocks, bonds, no-load funds, options or ETFs, WellsTrade online trading platform empowers your investing.  You can plan, select and monitor your investment portfolio with robust tools and independent investment resources — online and by phone 24/7.

You can:

• Enter trades for stocks, exchange-traded funds, no-load mutual funds and options
• Check your account activity, balances, holding detail and open orders
• Get quotes — including real-time quotes, charts, symbol lookup and options information
• Read market news, access market data and index information
• Set up alerts and monitor the status of your balances, trades, and transfers
• Create alerts and watchlists 
• Set up portfolio monitoring tools to track your account’s gains and losses

Mobile access, when you need it

Away from your computer? Use your tablet or smartphone to:

• Place trades
• View account activity
• Get real-time quotes 
• Access market news and data 
• Track open orders
• Manage watchlists 

With an eligible account, you can seamlessly navigate to Wells Fargo Bank Mobile Banking to pay bills, make deposits and transfer funds.

Simplify your banking and investing

With a WellsTrade account, you can conveniently sign on once to:

• Have secure access to your Wells Fargo banking, Bill Pay, and Wells Fargo Advisors investment accounts
• See all your balances on one screen (with either your PC or mobile device )
• Transfer money easily between banking and investment accounts

In addition, with a PMA ® Package, you can simplify your records even more by receiving a single statement that includes information on all of your linked accounts.

Pricing

Equity and ETF trades made online, through your PC, iPad, or smartphone and our automated phone system are only $8.95 and no annual account fee.

Get a discounted rate of $6.95 per online trade, our best offer, when you link your WellsTrade account to a PMA Package.

The PMA Package is Wells Fargo Bank’s premium relationship package, which helps you simplify your finances and save money with many fee waivers and discounted services.  The PMA Package also gives you premium rates with the best benefits and discounts offered on many financial solutions.