If a payment option is not selected, the fee will be automatically deducted from the IRA in September of each year. If an IRA Custodial Fee is due, clients will receive a remittance notice with several payment options. IRA accounts will be charged only if there are no eligible non-IRA accounts in the household. If a Household Annual fee is due, the highest-value account in the client’s household that is eligible to be charged a fee will be debited in September of each year.
Households comprised solely of one or more WellsTrade IRA accounts are subject to a $30 IRA Custodial Fee in lieu of the $30 Household Annual Fee. A WellsTrade household is comprised solely of WellsTrade accounts with the same ownership or address. One commission will be assessed for multiple trades, entered separately, that execute on the same day, on the same side of the marketĢ $30 per WellsTrade household. An order that executes over multiple trading days may be subject to additional commission.
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.ġ Each trade order will be treated as a separate transaction subject to commission.
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