Wells Fargo Brokerage Account Agreement

To add features to your current account, simply download the form or app, print it out and send it via the fax number or postal address listed. Entering a new account is relatively easy. New customers can quickly log into a new account on the WellsTrade website or mobile app, and most of them can provide their signatures electronically. You may need to print some forms and email them, delaying opening your account. If you already have a relationship with Wells Fargo, your personal data will be automatically filled in your application. There are a few extra frames by which you can jump to get options and margin approval. One of the advantages of using a bank-based online broker is the incredible ease of moving cash from one account to another, both in the browser and in the mobile app. WellsTrade portfolio analysis tools are surprisingly robust. Investors can see diagrams, wheels and charts that break down their portfolio assets by asset class.

Performance reports are easily accessible and very detailed and can be adjusted to show a given period. The account`s landing page when login provides a view of the entire household that can be adjusted at will. The portfolio offer can also be adapted and you can set up to five different views. Additional details are provided when you perform a drilldown and can move on to each transaction level. However, some portfolio analysis tools are missing. You can`t consolidate the accounts of other financial service providers to give you a more complete picture of your household`s assets. WellsTrade clients are not in a position to assess the tax impact of a proposed negotiation and there are no tax reporting tools. The platform also lacks a Handelsblatt. WellsTrade is aimed at rare buy-and-hold investors who, in addition to equities, are not particularly interested in asset classes. WellsTrade clients can trade stocks, ETFs, investment funds, fixed-rate and one-time options. This is fine with you if you are a U.S.

citizen with other financial relationships with parent bank Wells Fargo. One advantage for an investment account, if you are already doing business with Wells Fargo, is that it is extremely easy to move money from one account to another.

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