Investing

Welcome to a more personal way to think about your wealth

Prepare for retirement

Whatever you’re looking forward to—like more time for family, travel or pursuing a lifelong passion—we’ll help you define what you want and how to make it happen.

rt

$0 per trade is applicable to commissions for online and automated telephone trading of stocks (excluding penny stocks) and exchange-traded funds (ETFs). For stock and ETF trades placed with an agent over the telephone, a $25 agent-assisted trading fee is charged. Each trade order will be treated as a separate transaction subject to commission. An order that executes over multiple trading days may be subject to additional commission. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the market. Other fees and commissions apply to a WellsTrade account. For complete information on fees and commissions, refer to the WellsTrade Account Commissions and Fees Schedule. Schedule subject to change at any time.

Developing With a Passion While Exploring The World.

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

Wells Trade® and Intuitive Investor® accounts are offered through WFCS.

Alzallam Wealth and Investment Management (WIM) is a division within Alzallam & Company. WIM provides financial products and services through various bank and brokerage affiliates of Alzallam & Company.

The Private Bank offers products and services through Alzallam Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Alzallam Bank, N.A. is a bank affiliate of Alzallam & Company.

Developing With a Passion While Exploring The World.

Deposit products offered by Alzallam Bank, N.A. Member FDIC.

Alzallam Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Alzallam affiliates, including Financial Advisors of Alzallam Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Alzallam Advisors without a relationship with Alzallam Bank, N.A.

Alzallam & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Alzallam Bank, N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.

rt