Brokerage Cash Services

Wells Fargo Advisors’ Brokerage Cash Services, the asset management account that integrates your investment and banking needs into a single, easy-to-manage relationship.

The best news? There is no annual fee with household assets over $250,000
 
  • No annual fee with household assets over $250,000
  •  Free custom checks and reorders
  •  Credit card with free rewards program *
  •  Free Online Banking and BillPay
  •  Free unlimited use of  Wells Fargo bank ATMs and refunds of non-Wells Fargo ATM charges up to 5 per month
  •  One easy-to-read monthly statement with optional cost basis and householding
  •  Annual Summary and Tax Package
 
Banking services are offered through Wells Fargo Bank, N.A, a separate affiliate of Wells Fargo & Company.
“Brokerage Cash Services” means a payable through draft that is similar in appearance and function to a traditional check but is written and processed from your brokerage account.
Check writing and check order fees apply to Brokerage Cash Services/Command Business.
Must be 59½ or older for check writing privileges with Brokerage Cash Services/Command IRA.
* Subject to credit approval. Credit Cards issued by Wells Fargo Bank, N.A. an Equal Credit Opportunity Lender. A Business Visa credit card is available for Business Accounts. Contact your Financial Advisor for details.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MD, NC, ND, NE, NY, PA, RI, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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