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Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

Wells Fargo Clearing Services, LLC is not an FDIC-insured depository institution; FDIC deposit insurance only protects against the failure of an insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A. Member FDIC.

1. Allocations may vary slightly if the Sustainability Focused portfolio is selected. An investment's social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy, which could cause it to underperform similar investments that do not operate under a social policy. There are many factors to take into consideration when choosing an investment portfolio and ESG data is only one component to potentially consider.

2. The Intuitive Investor program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $500.

3. There are also management fees and other expenses associated with the funds in your portfolio (as explained in each fund’s prospectus in the fees and expense section).

4. When you link your Intuitive Investor account offered through Wells Fargo Advisors to your Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account, you will receive a discount on your Intuitive Investor account advisory fee. The advisory fee discount will be based on the type of checking account you have and will be applied at account opening if the account is eligible to be linked to an existing Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account. If your Intuitive Investor account is not linked to a Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account within 90 days, the discounted advisory fee will no longer apply and the standard advisory fee of 0.35% will apply. If the Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account is closed, the discounted advisory fee will discontinue and revert to the standard advisory fee of 0.35%. Custodial accounts and certain trust accounts are not eligible for the Wells Fargo Bank Prime Checking, Premier Checking or Private Bank Interest Checking account advisory fee discount. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC. For complete fee information, refer to the Intuitive Investor fee schedule (PDF). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS). WFCS is not an FDIC-insured depository institution; FDIC deposit insurance only protects against the failure of an insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A. Member FDIC.

5. Offer is valid for the first 90 days after account is opened. We will refund accrued advisory fees and waive account transfer or termination fees. To receive a refund, please call 1-855-283-5567 and refer to the Satisfaction Guarantee. The Satisfaction Guarantee does not apply to any market losses in your portfolio.

6. Wells Fargo & Company and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may affect your own situation.

The Intuitive Investor program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $500. Intuitive Investor is offered through Wells Fargo Clearing Services, LLC.

An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar investments that do not operate under a social policy. There are many factors to take into consideration when choosing an investment portfolio and ESG data is only one component to potentially consider.

Wells Fargo Investment Institute is a registered investment advisor and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.