WellsTrade Getting Started Guide

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Betty Garrison
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1 WellsTrade Getting Started Guide We re making online investing easier and more convenient than ever. wellsfargo.com 800.TRADERS ( )

2 Welcome to WellsTrade Thank you for choosing WellsTrade. We re working hard to make investing online easier, and more convenient than ever. We re glad you ve opened your online brokerage account with us. Invest Your Way With your WellsTrade account, you ll have the freedom to invest your way. Choose from a variety of investments, including stocks, options, bonds, load and no-load mutual funds 1, money market funds, exchange traded funds, and more. In addition, we offer margin, option, and retirement accounts to help you achieve your future financial goals. Save Time and Money Investing online or with our Automated Telephone System 2 saves you time and money and gives you around-the clock control of your brokerage account 3. Make well-informed investment decisions and manage your account with maximum convenience and help from sophisticated online tools, company research, the latest market news and more. 1 Other fees and expenses may apply to a continued investment in a no-load fund and are described more fully in the fund's prospectus. A prospectus containing more complete information, including investment objectives, risks, charges and expenses for any mutual fund can be obtained by contacting Wells Fargo Investments at 800.TRADERS ( ). Please read and consider the information in the prospectus carefully before investing. 2 Not all features are available via the Automated Telephone System. 3 System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance and other conditions. Trades executed during market hours only. Options involve risks and are not suitable for all investors. When you apply for a Wells Fargo Investments option account, you will receive a copy of Characteristics and Risks of Standardized Options. You should review this document carefully and can obtain additional copies by contacting 800.TRADERS ( ) or the Chicago Board Options Exchange, 400 S. LaSalle, Chicago, IL 60605, or WellsTrade Getting Started Guide 2

Choose from a variety of investments, including stocks, options, bonds, load and no-load mutual funds 1, money market funds, exchange traded funds, and more.

3 Features and Benefits of Your Account Your account gives you access to online features and benefits that will help you manage your investments and finances conveniently and with confidence in one central location. Convenience and Accessibility Single Sign-On: Use the same username and password to access all of your accounts. See What s Important to You: Customize your Overview page; set up Watchlists. Request Services: Change your address or telephone number; set up Alerts. View Important Documents: Trade confirmations; monthly brokerage statements; tax documents. Access Account Information: Wells Fargo Investments, Wells Fargo Bank, non-wells Fargo Bank (through the free OneLook service). Money Movement and Management Transfer funds between your Wells Fargo Investments brokerage account and linked Wells Fargo Bank accounts. Utilize Asset Allocation and Portfolio Management tools. Download account history into Quicken, Microsoft Money or a spreadsheet. Information and Research Get free real-time quotes. Utilize powerful stock and mutual fund screeners and tools. Read S&P Stock Reports that cover over 5,000 companies. View comprehensive mutual fund profiles with Morningstar ratings. See the latest market news & research. Receive Market Alerts and Trade Notifications. Plan and learn about Investments, Trading, Retirement, Taxes, and Estate Planning. Download account-related forms. And much more... WellsTrade Getting Started Guide 3

See What s Important to You: Customize your Overview page; set up Watchlists. Request Services: Change your address or telephone number; set up Alerts.

4 Get Started! Sign-On to wellsfargo.com: If you already access your Wells Fargo accounts through wellsfargo.com: a. Sign-On using the same username and password. b. From the Account Summary screen, click on your brokerage account balance. Note: If you do not see your brokerage account after you sign-on, select Account Services, choose Add Accounts, and select your brokerage account. If you do not currently access accounts through wellsfargo.com: a. Click on Sign Up Now. b. Provide the identification requested and choose a password. c. From the Account Summary screen, click on your brokerage account balance. Finding Your Way Around the Site: There are 5 navigation tabs within brokerage that you will become familiar with: Brokerage Accounts Get your account balance, summary of positions, and transaction history. You can also set preferences for online statements and records. News & Research Find the latest market news, review S&P stock reports, see Morningstar ratings for mutual funds, utilize powerful screening tools, and more. Trade Place buy/sell orders and review your order status. Brokerage Services Transfer funds, set up alerts, change your address, update your address or download forms. Planning & Learning Access tools that will help you manage your portfolio, potential capital gains and tax liability. Read about tax strategies, retirement planning, investment basics and more. For reference, you can use the screenshot on the next page. WellsTrade Getting Started Guide 4

Note: If you do not see your brokerage account after you sign-on, select Account Services, choose Add Accounts, and select your brokerage account.

5 Quick Tips 1 Navigate Between Brokerage and Banking: Just select the appropriate tab. For example, you can see a consolidated summary of all of your brokerage and banking accounts by clicking on the Accounts tab. Or, if you are enrolled for Bill Pay, you can schedule and manage payments by selecting the Bill Pay tab. 1 2 Receive Help: On each screen, you will find a Help link. It will answer questions pertaining to the particular screen you are on. 4 a Get Quotes: The Get Quote box is on each screen. Enter the symbol and select Go. 4 Use Your Overview Page as a centralized location for brokerage information. b a Customize: Provide instructions on what you want to see on the page. c b Positions: See your gains/loss data. Click on Positions to find more detail. c Watchlists: Monitor select securities. Click on Watchlist to edit or create. WellsTrade Getting Started Guide 5

Or, if you are enrolled for Bill Pay, you can schedule and manage payments by selecting the Bill Pay tab. 1 2 Receive Help: On each screen, you will find a Help link.

6 Help When You Need It If you need assistance, there are a number of options available to you that will provide you with immediate support no matter what it is you are trying to accomplish. Online: Sign On to wellsfargo.com and find the answers to many questions quickly and easily. There are two online features you will find useful: 1. Help: Select? Help at the top of each screen to find out more about the particular screen you are on, as well as definitions of Key Terms. 2. Brokerage Services: Go to the Brokerage Services tab and look under Customer Service. Find answers to How Do I?, see What s New and much more. Telephone: 800.TRADERS ( ) Get assistance on your account or place trades with one of our experienced Financial Professionals. Use the Automated Telephone System to check your balance, get quotes, place a trade and much more. Available to you 24 hours a day, 7 days a week. Financial Professionals are registered representatives of Wells Fargo Investments, LLC (member SIPC), a non-bank affiliate of Wells Fargo & Company. Securities purchased must be paid for within three business days after trade date, except for options and government securities, which settle in one day. Securities must be paid for in full (unless purchased on margin) before they can be sold. Contact Wells Fargo Investments or your investment professional for a mutual fund's current prospectus, which contains more complete information on investment objectives, charges, fees, risks, and expenses. Please read and consider the information in the prospectus carefully before investing. WellsTrade accounts are offered through Wells Fargo Investments, LLC (member SIPC), a non-bank affiliate of Wells Fargo & Company. BK22107 ( /06) WellsTrade Getting Started Guide 6

Help at the top of each screen to find out more about the particular screen you are on, as well as definitions of Key Terms. 2.

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