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WFCS provides clearing and custody services to introducing brokerage firms (that are not affiliated with Wells Fargo Corporation) under the trade name First. WellsTrade is the best way for do-it-yourself investors to trade stocks, ETFs, mutual funds, bonds, and more—all with $0 commission trades and no annual. Platform. Fixed Income Strategies Team (FIST). Portfolios: SMA program Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services. platform. Unified Managed Accounts (UMAs) allow you to combine mutual Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services. The group, coupled with the successful Wells Fargo Prime Services platform, will give clients customized outsourced and agency trading solutions.
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