View Wells Fargo Advisors' Traditional IRA Custodial Agreement and Disclosures (PDF) WellsTrade® and Intuitive Investor® accounts are offered through WFCS. Retirement Professionals are registered representatives of and offer brokerage products through Wells Fargo Clearing Services, LLC (WFCS). Discussio...
Households composed solely of a single IRA or where an IRA is the only non-exempt account are subject to a $125 annual custodial fee in lieu of the annual household fee. The fee can be reduced to $100 with enrollment in Electronic Documents (eDocs). All accounts must be enrolled in ele...
WellsTrade offers the following account types: standard brokerage, traditional/Roth/SEP/inherited IRAs, education savings accounts, custodial accounts, trust accounts, business accounts, and Qualified Retirement Plans. Some of these must be opened over the phone at1-877-573-7997. ...
WellsTrade offers the following account types: standard brokerage, traditional/Roth/SEP/inherited IRAs, education savings accounts, custodial accounts, trust accounts, business accounts, and Qualified Retirement Plans. Some of these must be opened over the phone at1-877-573-7997. ...
Individual, joint, custodial, trust, IRA, Roth IRA, SEP IRA, inherited IRA and inherited Roth IRA Cash Management Account Wells Fargo bank account can be opened with Intuitive Investor account Customer service Phone, M-F 8 a.m.-midnight ET; Financial advisors, M-F 8 a.m.-8 p.m. ET ...
Other college savings accounts includecustodial accounts in the child’s name. Distributions from these accounts should be used for the benefit of the child but are not restricted to education expenses. However, be sure you understand the tax considerations, espe...
Custodial IRA IRA for minors Robo-advisory Rollover IRAs Roth IRA SEP IRA SIMPLE IRA Traditional brokerage TIP Other financial services E*TRADE is more than a broker. It also offers the following account types: Bonds Bank accounts Certificat...
Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is ...
Custodial accounts, known as Uniform Transfer to Minors (UTMA) or Uniform Gift to Minors (UGMA) are different from college savings accounts. Learn more from our comparison table.Mobile access anytime, access anywhere Wells Fargo Advisors empowers your investment. Use your smartphoneOpens Dialog or...
Wells Fargo Intuitive Investor has a reasonable price structure to manage your account. A yearlyadvisory feeof 0.35% of the account balance is assessed, plus individual fund expense fees ranging from 0.07% to 0.14% of asset value. What Is the Minimum Balance for Wells Fargo...