Guides to Investing at Wells Fargo Advisors
What You Need to Know Before Investing
Before you consider an investment, it is important to understand the investment -- and to review your financial situation, investment objectives, risk tolerance, time horizon, diversification, and need for liquidity with your Financial Advisor.
Wells Fargo Advisors has developed a series of guides to help you understand various investments available to you. Each guide explains the investment’s basic facts, benefits, risks, and costs, as well as how Wells Fargo Advisors and your Financial Advisor are compensated when you buy the investment. If you have further questions about the investments and services available at Wells Fargo Advisors, please contact your Financial Advisor.
Retirement and Older Investors
A Guide to Financial Well-Being for Older and Vulnerable Investors (PDF)
Investment Products
A Guide to Investing in 529 Plans (PDF)
A Guide to Investing in Mutual Funds (PDF)
A Guide to Investing in Unit Investment Trusts (PDF)
A Guide to Investing in Closed-End Funds (PDF)
A Guide to Investing in Exchange-Traded Products (PDF)
Insurance
Investor Information
Investment Objective & Risk Tolerance
Get More From Your Account Statement (PDF)
Securities
A Guide to Investing in Special Purpose Acquisition Companies (SPACs) (PDF)
A Guide to Investing in Master Limited Partnerships (PDF)
A Guide to Investing in High-Yield Bonds (PDF)
A Guide to Investing in Real Estate Investment Trusts (PDF)
A Guide to Investing in Non-Traded Real Estate Investment Trusts (PDF)
A Guide to Investing in Floating-Rate Securities (PDF)
A Guide to Investing in Hedge Funds (PDF)
A Guide to Investing in Market Linked Investments (PDF)
Market Linked Investments Disclosure Statement (PDF)
A Guide to Investing in Brokered CDs (PDF)
Guide to Investing in Municipal Securities (PDF)
A Guide to Investing in Hybrid Securities (PDF)
A Guide to Market Linked Certificates of Deposit (PDF)
A Guide to Investing in Money Market Funds (PDF)
A Guide to Investing in Private Capital and Private Real Estate Funds (PDF)