# Wellstrade

> Connect a Wellstrade account through your Wells Fargo investing login: what it supports, how to sign in through the app, and how to fix common connection problems.

*Source: https://tradelabs.org/docs/reference/brokers/wellstrade*

Wellstrade is Wells Fargo's online brokerage. TradeLabs signs in through your Wells Fargo investing login and drives a real Chrome window in the background to place trades. It works as an RSA fan-out target and for manual stock trades, and it can manage several accounts at once.

| What it trades | Supported |
| --- | --- |
| RSA (reverse split arbitrage) | Yes |
| Stocks | Manual orders only, from the **Trade** page. An automated Stocks strategy routes to Tradier, IBKR, Robinhood, or STG / DAS instead. |
| Options, spreads, crypto | No |

> **Note**
>
> Wellstrade signs in like you would on wellsfargo.com, so it needs a moment to wake up and it asks for a texted verification code the first time. That is normal for a browser-driven broker.

## Before you start

- **A Wells Fargo investing (Wellstrade) account.** If you already bank with Wells Fargo, open one online at [wellsfargo.com/investing/wellstrade-online-brokerage](https://www.wellsfargo.com/investing/wellstrade-online-brokerage/) or from the Wells Fargo app. Approval is often instant, otherwise about a day.
- **No Wells Fargo relationship yet?** Call Wells Fargo customer support to open your first Wellstrade account, then finish their verification.
- **Your Wells Fargo online login** (the same username and password you use on the website).
- **The phone Wells Fargo has on file** for text messages, so you can receive the verification code.
- The TradeLabs Companion installed and running.

> **Tip**
>
> Adding several accounts for RSA? Wells Fargo lets one person hold up to 10 cash accounts. Open them one at a time, roughly one a week, so they clear approval cleanly.

## Connect it in the app

1. Open the **Brokers** page, find the **Wellstrade** card, and click **Add account**.

   ![The Brokers page in the app](/docs-assets/app-brokers.png)
   *Click a broker card, then Add account, to open the connect form*

2. Fill in the connect form:
   - **Username** — your Wells Fargo login.
   - **Password** — your Wells Fargo password.
   - **Phone** (optional) — the number Wells Fargo texts your code to, in the form `+1XXXXXXXXXX`.
   - **2FA code** (optional) — leave this blank for now. You can type the texted code here later, or wait for the sign-in prompt.

   ![The connect form where you enter your Wellstrade details](/docs-assets/brokers-connect-form.png)
   *Name the account with an optional label so you can tell multiple accounts apart*

3. Click **Save account**. Your credentials are encrypted on your device through the OS keychain and never leave your machine.

4. Click **Sign in** on the account row. Wellstrade is a Chrome-emulated broker, so its status shows **Warming** for a few seconds while the browser wakes up.

5. Wells Fargo texts a code and the row shows an **Enter verification code** prompt. Type the code and click **Submit**.

When sign-in succeeds you see a **Wellstrade signed in** confirmation and the row switches to a signed-in state. After that, TradeLabs keeps the session and handles later sign-ins on its own.

> **Note**
>
> **Status states:** Wellstrade shows as Active, Idle, Warming, or Offline. **Warming** is the browser starting up. **Idle** means it is logged in but has not been re-checked recently (normal overnight) and does not mean it is broken. Only **Offline** means something is actually wrong.

## Fixing common problems

Each account row has a **⋯** menu with the recovery actions:

- **Stuck or odd sign-in:** choose **Clear browser data**. This wipes the saved browser session but keeps your username and password. Then click **Sign in** again.
- **"Verify your identity" wall:** Wells Fargo sometimes shows an identity check the automated flow cannot clear. Use **Sign in by hand** to complete the login yourself in a visible window.
- **No code arrived:** confirm the **Phone** on the account is the number Wells Fargo has on file, and that your phone has signal. Re-open the form with **Edit credentials** to fix it.
- **Confirm it is connected:** use **Check connection** to re-verify the account.

> **Heads up**
>
> Do not enter the wrong password repeatedly. Too many failed attempts can lock your Wells Fargo login, which then has to be recovered on wellsfargo.com.

## Using it with RSA

Once Wellstrade is signed in, add it to an RSA strategy as one of its brokers and make sure the strategy is active. See [RSA setup](/docs/rsa-plus/setup/) for the full flow, and the [broker limits](/docs/rsa-plus/broker-limits/) page for per-account share and dollar caps.