All of the following are typically services provided in a prime brokerage account EXCEPT

One place to manage your accounts

With a single sign-on for your Wells Fargo Advisors WellsTrade brokerage accounts and your Wells Fargo bank accounts, everything is connected. Move money easily between accounts with our Brokerage Cash Services, included with your account.

A wide range of investing types

Trade stocks, ETFs, options, no-load mutual funds, money markets, and more.

Simple, transparent pricing 

$0 minimum to open account

$0 per online stock and ETF trade

Robust tools and research 

Take advantage of our screeners and online tools, real-time quotes, and exclusive Wells Fargo insights and third-party research.

Help when you need it most 

Our knowledgeable team is here to help if you have questions.

Take control of your investing decisions

Use our standard account for general investing. Plan for retirement with traditional, Roth, and SEP IRAs. Save for college with an education savings account, and more. Invest online, from anywhere, at your convenience, using a computer, tablet, or smartphone.

Pricing

• Stock and ETF trades (excluding penny stocks) made online and through our automated phone system are $0
• No-load, no transaction fee mutual funds: $0 
• No-load, transaction Fee mutual funds: $35

Fees

A $30 Household Annual Fee applies. You can avoid this fee with one of the following as of June 30 each year for all accounts in your WellsTrade household:

• Enrollment in only electronic delivery for statements, trade confirmations, other documents, and shareholder communications (excluding tax documents/1099s)
• Linkage to a Prime Checking account, Premier Checking account or Private Bank Interest Checking account
• $250,000 or more in household balances
• SEP IRA accounts-only households
• Wells Fargo Private Bank accounts

Fee will be charged in September of each year.

Please see the WellsTrade Commissions and Fees for complete information.

Additional Information

$30 per WellsTrade household. A WellsTrade household is comprised solely of WellsTrade accounts with the same ownership or address. Households comprised solely of one or more WellsTrade IRA accounts are subject to a $30 IRA Custodial Fee in lieu of the $30 Household Annual Fee. If a Household Annual fee is due, the highest-value account in the client’s household that is eligible to be charged a fee will be debited in September of each year. IRA accounts will be charged only if there are no eligible non-IRA accounts in the household. If an IRA Custodial Fee is due, clients will receive a remittance notice with several payment options. If a payment option is not selected, the fee will be automatically deducted from the IRA in September of each year. Note: In the event that an annual fee results in a debit balance in the account, Wells Fargo Advisors may liquidate securities in the account to satisfy the debit, without prior notification to the client.

All accounts must be enrolled in electronic delivery to receive the following documents online only, including statements, trade confirmations, other documents, and shareholder communications, excluding tax documents/1099s. Please note that if a client elects to turn off paper delivery of these documents, they will receive these documents only via Access Online.

Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule for further information about the Prime Checking and Premier Checking account and applicable bank fees. For The Private Bank Interest Checking account and applicable bank fees, refer to both the Wells Fargo Consumer Account Fee and Information Schedule and The Private Bank Consumer Deposit Products Disclosure.

The Prime Checking account has a $25 monthly service fee. The fee can be avoided each fee period with $20,000 or more in statement-ending qualifying linked balances. The Premier Checking account has a $35 monthly service fee. The fee can be avoided each fee period with $250,000 or more in statement-ending qualifying linked balances. The statement-ending qualifying balances for each of these account types include linked (a) bank deposit account balances (checking, savings, time accounts (CDs), FDIC-insured IRAs) and (b) investment account balances (brokerage available through our brokerage affiliate Wells Fargo Advisors, applicable bank fiduciary and custody accounts, annuities, and eligible foreign exchange transactions). For more information, call Wells Fargo Bank, N.A. at 1-866-245-3452. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

Wells Fargo Advisors:

• Brokerage 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.
• Certain brokerage accounts are not eligible.

Insurance and annuities:

• Products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
• If the annuity becomes annuitized, or a periodic payment schedule has been established, the remaining balance will no longer be eligible for qualification.

Your total household value includes all assets listed in your WellsTrade account statements, except for those shown under the “Other Assets/Liabilities” section. The grouping of accounts into a household is based on account eligibility and family relationships such as children, parents, domestic partners, and others. Certain accounts cannot be included in a household. Please call us at 1-800-TRADERS for more information and to determine whether all eligible accounts have been included in your household. It is your responsibility to ensure that all eligible accounts are included in your household.

• With a single sign-on, you'll have convenient access to your Wells Fargo Advisors investment and Wells Fargo banking accounts on your PC, laptop, tablet, and smartphone.
• Place trades online for stocks, no-load mutual funds, exchange-traded funds, options, and money market mutual funds (PDF) online.
• Place trades by phone with a fixed income specialist for bonds, treasuries, and brokerage CDs. 
• Brokerage Cash Services comes standard with WellsTrade, enabling easy account transfers, mobile check deposit with a smartphone, and transfers to another person with Zelle®. You can also visit a Wells Fargo branch teller to make deposits, which are processed through an associated limited-purpose Wells Fargo Bank account in your name.
• Earn interest on your uninvested cash with the Wells Fargo Advisor Cash Sweep program.
• Use a margin loan to borrow against securities you hold in your account, for personal or business needs, or to finance investment opportunities.

Want a closer look? Get an overview of WellsTrade capabilities.

Additional Information

Mobile deposit is only available through the Wells Fargo Mobile® app. 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.

Enrollment with Zelle® through Wells Fargo Online® or Wells Fargo Business Online® is required. Terms and conditions apply. U.S. checking or savings account required to use Zelle®. Transactions between enrolled users typically occur in minutes. For your protection, Zelle® should only be used for sending money to friends, family, or others you trust. Neither Wells Fargo nor Zelle® offers a protection program for authorized payments made with Zelle®. The Request feature within Zelle® is only available through Wells Fargo using a smartphone. Payment requests to persons not already enrolled with Zelle® must be sent to an email address. To send or receive money with a small business, both parties must be enrolled with Zelle® directly through their financial institution’s online or mobile banking experience. For more information, view the Zelle® Transfer Service Addendum to the Wells Fargo Online Access Agreement. Your mobile carrier's message and data rates may apply.

Learn more about mutual fund investing and learn more about margin borrowing (PDF).

Form CRS: Relationship Summary

• Wells Fargo Advisors
• Wells Fargo Advisors Financial Network

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

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