Wells Trade Review

5 stars based on 57 reviews

The following is my application experience. I will post information of the ACH and trading executions when I have some activity in the account in the near future. Thanks for the detailed list. Whats the order in which I should open a account? How should I link those accounts to PMA? Checking compulsory requirement for the PMA 4. As soon as you open the PMA, you are eligible for free trades. In fact, you will get free trades in the rollover IRA and another in the taxable brokerage.

However, I believe you should be able to get the fee waived for the first month if you call them and explain any delay in the IRA rollover. As far as I know, your understanding is correct. You can read the details on the free-trade offer from. Discounted flat rate commissions as follows: Free trades can be applied to commissions for wellstrade brokerage account review and automated trading of stocks excluding Penny Stocks and exchange traded-funds or to transaction fees on applicable no-load funds.

What it is saying is that you can get free trades with PMA. Have you been able to sell tax lots? But, I was exploring the Wells Fargo website today and noticed that you can sign up for their Portfolio Tracker for free.

I need some time to find out more and hopefully can write a post about it over the weekend. But I think it does not support dividends reinvestments for ETFs. I have already opened rollover IRA account,waiting for rollover complete process. To get the wellstrade brokerage account review trades, you need the PMA.

If you want the free trades, I suggest to open the PMA. My linking was automatic, but to be very certain, I believe you can open the PMA on the phone and specifically tell the CSR that the two should be linked together. After two weeks of agony and tears I still do not have it set up. But trying to sign up has been so painful i wellstrade brokerage account review gladly pay handsomely to vanguard or another outfit to avoid any further pain from Wells Fargo.

Finally having my account number and password to go online — I can see checking and savings — but no Wellstrade account! After calling Wells Fargo they were able to get my brokerage account on screen…. The logon screen gave me a number to call with difficulties logging on so I called that number….

After speaking with the Wells Fargo rep for a few minutes we determined that he was in the wrong department to help me with a wellstrade IRA, so transferred me to another department….

After speaking with another Wells Fargo rep for a few minutes she indicated that she had nothing to do with wellstrade IRA and transferred be to another number…. That number led me to a computerized set of options — none of which had anything to do with my problem — and no option to actually speak with a real person….

No now I am done. I will now attempt to close the brokerage, savings and checking account I just opened and hope closing the accounts is not as painful as trying to set them up in the first place!

Wells Fargo requires a form and repeated wellstrade brokerage account review phone calls to do anything. Stick with a modern brokerage, like Schwab. Your email address will not be published. Notify me of followup comments via e-mail. Click on the picture to hear an audio file of the word. Taxable brokerage As soon as you open the PMA, you are wellstrade brokerage account review for free trades.

For my case, the accounts are linked automatically. Vacman February 28, at 9: Vacman, As far as I know, your understanding is correct. You can read the details on the free-trade offer from Free trade offer In the fine print number 1, it states: Arthur March 1, at 6: Hi Indexfundfan, Have you been able to sell tax lots? Sara, To get the wellstrade brokerage account review trades, you need wellstrade brokerage account review PMA. Keith June 5, at 6: The logon screen gave me a number to call with difficulties logging on so I called that number… After speaking with the Wells Fargo rep for a few minutes we determined that he was in the wrong department to help me with a wellstrade IRA, so transferred me wellstrade brokerage account review another department….

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