Wells Fargo Advisors Client Agreement


True to our mission, we advise you to read the guidelines below and know their impact on you as a customer. Intuitive Investor was launched in 2017 and offers investors an automated investment platform with access to a financial advisor. After defining their risk tolerance and time horizon, investors are placed in one of the nine portfolios and receive automated tracking and redirecting. The underlying portfolio strategies are developed by the Wells Fargo Investment Institute, the investment strategy and research arm of the company. At the time of the first introduction, the minimum investment was $10,000, with an 0.50% advisory fee. Today`s change aims to help successful emerging customers go earlier in your investment journey. Improving the Wells Fargo Advisors digital experience continues to improve the digital and automated customer experience. In addition to the intuitive investor, Wells Fargo Advisors offers WellsTrade® a self-controlled digital trading platform. WellsTrade allows investors to get real-time courses, review investments and check out interactive diagrams and research from the Wells Fargo Investment Institute while buying and selling online. Clients can trade stocks, exchange-traded funds (ETFs), investment funds and options. In December 2019, Wells Fargo Advisors announced $0 trades on the self-controlled trading platform WellsTrade for stocks and listed funds.

For more information on digital and automated investments, see Joe Nadreau, Head of Independent Brokerage and Platform Services at Wells Fargo Advisors: «The intuitive investor allows clients to implement tailored investment portfolios at a lower cost, tailored to their personal investment goals. By developing digital and automated investment services, we continue to improve our platforms to attract the next generation of investors and compete with our peers. We know that our clients have access to financial advisors, account monitoring and portfolio reorientation. Wells Fargo Investment Institute, Inc. is a registered investment advisor and wholly-related subsidiary of Wells Fargo Bank, N.A., a subsidiary of Wells Fargo and Company. All investments involve risks, including the potential loss of capital. Advisory programs are not designed for over-negotiated or inactive accounts and are not suitable for all investors.

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