直播大全第5页


Navegó a una página que no está disponible en español en este momento. Seleccione el enlace si desea ver otro contenido en español.

Página principal

Portfolio by Wells Fargo®

CA, 94105 Change Location

Your money. Your future. Our priority.

Get more from your banking relationship

The APY (Annual Percentage Yield) is a percentage rate that reflects the total amount of interest paid on the account, based on the interest rate and the frequency of compounding for a 365-day period. Your account statement will include the APY earned on your savings accounts and interest-earning checking accounts for the period covered by the statement.

Interest-bearing checking with premium benefits

The Portfolio by Wells Fargo program includes a checking account with exclusive benefits that matter – and a customer service team you can count on.

Earn interest while saving

Get a Portfolio Relationship Interest Rate on eligible CDs and savings accounts.,

Avoid the fees for everyday transactions

Pay no fees for select banking services, such as incoming wire transfers.,

Get interest rate discounts on select new loans and lines of credit

Save with a relationship discount.

Enjoy higher limits when moving money

Portfolio by Wells Fargo gives you higher limits than most of our other accounts when depositing or transferring money.

Get the priority service you deserve

Dedicated to Portfolio by Wells Fargo customers, our Wells Fargo Premier Banking TeamSM is here to service your account when you need us.

Conversation
It starts with a discussion about what matters most to you.

Connection
We'll connect you to the services you need to help you achieve your financial goals.

Convenience
Your team is available by phone 24 hours a day, 7 days a week.

You can call the Wells Fargo Premier Banking Team at 1-800-742-4932.

One program. Two tiers of benefits.

The Portfolio by Wells Fargo program has two tiers. Your tier is based on statement-ending qualifying balances in your linked eligible Wells Fargo deposit accounts and investment accounts combined.

Portfolio by Wells Fargo SelectSM
Portfolio by Wells Fargo SignatureSM
Minimum balance to qualify
Portfolio Relationship Interest Rate
For eligible linked CDs and savings accounts
Included
Included
No Wells Fargo ATM fee
For cash withdrawals, balance inquiries, or account transfers at any ATM (non-Wells Fargo ATM fees may apply),
Included
Included
Reimbursed fee charges from non-Wells Fargo ATMs,,
One U.S. and one international per fee period
Unlimited, worldwide
Discount on foreign currency purchases and exchange
Through the Wells Fargo Foreign Currency call center, online at gigaflops.net, or through a Wells Fargo branch,,,
1%
2%
Waiver of Overdraft Protection transfer fee
From a linked, eligible savings account,
1 per fee period
Unlimited
No-fee stop payments
From primary checking,
Not included
Unlimited
International purchase transaction fee
When using your Wells Fargo Debit Card,,
3% of transaction amount
No fee
Interest rate discounts on select new loans and lines of credit
Included
Included
Higher limits on money movement transactions
Includes deposits and transfers between accounts
Included
Included
Discount on safe deposit box rental,
(Where available)
Included
Included
Incoming wire transfers,
No Fee
No Fee


The Wells Fargo Portfolio Checking account includes:

  • No-fee Wells Fargo Personal Wallet checks; plus, no fees for monthly check safekeeping or image statements
  • Mobile deposit with the Wells Fargo mobile app
  • Bill Pay and online banking transfers, plus Zelle® to send money to family and friends
  • Budgeting, cash flow, and spending tools, plus the convenience of direct deposit
  • 24/7 customer service and fraud monitoring
  • No-fee access to approximately 13,000 Wells Fargo ATMs

Looking for a different kind of account?

Compare all accounts
Find the right account


Wells Fargo Portfolio Checking interest rates

The Annual Percentage Yield (APY) is a percentage rate that reflects the total amount of interest paid on the account, based on the interest rate and the frequency of compounding for a 365-day period (366 in a leap year).

Current interest rates

Balance Interest Rate Annual Percentage Yield (APY)
$0 or more 0.01% 0.01%


Portfolio by Wells Fargo FAQs

How do I avoid the $25 monthly service fee?

Pay no monthly service fee with a combined statement-ending qualifying balance of $20,000 or more in your linked accounts.

What happens if my combined balances drop below $20,000?

Don't worry, you can still enjoy the benefits of Portfolio by Wells Fargo Select. Keep in mind, if your combined statement-ending qualifying balance is below $20,000, you will be charged the $25 monthly service fee.

How do I link my accounts?

Once your Wells Fargo Portfolio checking account is opened or upgraded from an existing checking account, you or your banker can link your other eligible Wells Fargo accounts. Your benefits kick in automatically.

You can update the accounts linked to your program at any time when you sign on to Wells Fargo Online®:

  1. From the Account Summary page, select Explore program & benefits, and make your updates on the Portfolio by Wells Fargo balance and benefits page.
  2. Manage your linked accounts using the Link/Delink account options.

How do I know which tier I qualify for?

We calculate your qualifying balance monthly. When your statement-ending qualifying balance is $250,000 or more, you automatically move into the Portfolio by Wells Fargo Signature tier, and the monthly service fee will be waived.

Periodically, Wells Fargo will review the accounts in the Portfolio by Wells Fargo Signature tier and, if you have less than $250,000 in statement-ending qualifying balances, we will notify you at least 30 days in advance that we will transition you into the Portfolio by Wells Fargo Select tier.

For details about the Portfolio by Wells Fargo program, please refer to the disclosures we provided you when you opened your account. If you need another copy of the disclosures, you can find them at gigaflops.net/depositdisclosures. You can also get them at a branch or by calling 1-800-742-4932.

From Wells Fargo Advisors


Hands-on control with online trading

With a WellsTrade® online brokerage account from our affiliate Wells Fargo Advisors, Wells Fargo customers get unlimited $0 online trades for stocks and ETFs. For Portfolio by Wells Fargo customers, we'll waive the WellsTrade household annual fee.,

WellsTrade Online and Mobile Brokerage


Automated investing plus personal guidance

Intuitive Investor® from Wells Fargo Advisors gives you a simple, automated way to invest. You'll get a diversified portfolio, combining tech-enabled investing with the help you need, when you need it. As a Portfolio by Wells Fargo customer, receive a discount of 0.05% off the 0.35% advisory fee.,

Intuitive Investor

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

Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade brokerage accounts and Wells Fargo Advisors Intuitive Investor investment accounts are offered through WFCS.

The right guidance can help you make your goals a reality

The Wells Fargo Premier Banking Team can connect you to professionals who will work with you to help build a customized plan for the future you want. Your financial professional can offer personalized guidance based on your specific needs and goals.

Wealth management services


Bundle your account balances to save more

To determine which tier you qualify for, we combine your Wells Fargo Portfolio Checking account balance with other linked accounts – such as your Wells Fargo savings.

Avoid the $25 monthly service fee with a minimum combined balance of $20,000 in your statement-ending qualifying linked accounts.

Deposit account balances include:

  • Checking
  • Savings
  • CDs (time accounts)
  • FDIC-insured IRAs

Investment account balances include:

  • Brokerage available through our brokerage affiliate Wells Fargo Advisors,
  • Investment & Fiduciary Services
  • Annuities,
  • Foreign exchange


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






Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.


Upgrade your Wells Fargo checking account

No need to change your account number. You'll just need to connect to a banker to get started. Contact us at 1-800-742-4932.

Still have questions?

Call Us

For existing accountholders or questions: 1-800-869-3557

Find a Location

Find an ATM or banking location near you.

Make an Appointment

Make an appointment with a banker.