Wells Fargo Advisors has completed the conversion of Wells Fargo Investments, WellsTrade and HD Vest onto its brokerage technology platform. This conversion includes 1.9 million clients with $131 billion in assets.
Wells Fargo Investments, WellsTrade and HD Vest were part of legacy Wells Fargo’s brokerage operations. More specifically, WellsTrade is the online and discount brokerage service, and HD Vest works with independent tax and accounting professionals to integrate financial services into their practices. Wells Fargo Investments, which now operates under Wells Fargo Advisors, includes financial advisors who are based in bank branches.
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