There are many factors to take into consideration when choosing an investment portfolio and ESG data is only one component to potentially consider. Intuitive Investor is offered through Wells Fargo Clearing Services, LLC.Īn investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar investments that do not operate under a social policy. The minimum account size for this program is $500. #Wells fargo online login auto full#Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The Intuitive Investor program is not appropriate for all investors. Please consult your tax and legal advisors to determine how this information may affect your own situation. Wells Fargo & Company and its affiliates do not provide tax or legal advice. The Satisfaction Guarantee does not apply to any market losses in your portfolio.ĥ. To receive a refund, please call 1-85 and refer to the Satisfaction Guarantee. We will refund accrued advisory fees and waive account transfer or termination fees. Offer is valid for the first 90 days after account is opened. For complete fee information, refer to the Intuitive Investor® Fee Schedule (PDF).Ĥ. Deposit products offered by Wells Fargo Bank, N.A. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account advisory fee discount. If the Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account is closed, the discounted advisory fee will discontinue and revert to the standard advisory fee of 0.35%. If your Intuitive Investor account is not linked to a Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account within 90 days, the discounted advisory fee will no longer apply and the standard advisory fee of 0.35% will apply. The advisory fee discount will be based on the type of checking account you have and will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account. When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account, you will receive a discount on your Intuitive Investor account advisory fee. There are also management fees and other expenses associated with the funds in your portfolio (as explained in each fund's prospectus in the fees and expense section).ģ. There are many factors to take into consideration when choosing an investment portfolio and ESG data is only one component to potentially consider.Ģ. An investment's social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy, which could cause it to underperform similar investments that do not operate under a social policy. Allocations may vary slightly if the Sustainability Focused portfolio is selected.
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