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Wells Fargo relaunches Intuitive Investor

Publish date: 19 May 2022

Wells Fargo Wealth & Investment Management (WIM) announced the relaunch of Intuitive Investor, its digitally automated investing platform. Investors can now access the robo-advisory platform with only a minimum $500 investment. 

“We have simplified the Intuitive Investor platform to create a faster and better experience for both new and experienced investors,” said Michelle Moore, head of Digital for Consumer and WIM at Wells Fargo. “The minimum investment is now just $500, while the portfolios underpinning the platform are built by the Wells Fargo Investment Institute (WFII), including a new set of sustainability-focused portfolios. Investors can quickly find portfolio choices important to them.”

Additional enhancements include:

• Investment choice: In addition to globally diversified portfolios, Intuitive Investor now enables clients to choose from new sustainability-focused portfolios that are influenced by Environmental, Social & Governance (ESG) factors. A study* found that 82% of millennials are interested in having some money in sustainable investments, and about half of baby boomers and Generation Xers expressed interest as well.

• Significantly lower account minimums: A new $500 minimum investment is down from $5,000.

• Simplified account opening: Clients can open an account via a streamlined mobile experience.

Today’s Intuitive Investor platform is another example of Wells Fargo’s strategy to transform digital personal finance. “With Intuitive Investor we are delivering a digital experience that makes investing easy and automated,” said Moore. “We’re committed to simplifying the digital investing experience for our clients and Intuitive Investor is an important step.”