Home Account PricesPerformance Funds Retirement College Education

New window: AdvantageVoice - Opening the door to investment conversations. Read our new blog.

Step 1: Review Your Plan

As you grow older, you experience a lot of changes in your life – buying a new home, having children, changing jobs. Has your retirement plan changed at the same pace? Probably not.

It's important to review your retirement plan regularly. When you go through this process, consider all of your other goals and investments and look for areas where you may be missing out on valuable opportunities.

Investor Profiles

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

Wells Fargo Advantage Funds

  • Individual Investors · 1-800-359-3379
  • Investment Professionals · 1-888-877-9275
  • Institutional Sales Professionals · 1-866-765-0778

Career Change

  • Rollovers and IRAs can be confusing. Let our experienced team help you. Call one of our specialists at 1-800-359-3379.
  • Use our online account opening tool or request more information to roll over your IRA today!

Secure Account Access Login
System Note and Secure Account Access Login