Our Global Investment Centre is our investments service through which you can open and invest in a Funds portfolio and ISA Funds portfolio, giving you access to investment funds from WellsFinCorp and a wide range of other providers.
You can apply for Global Investment Centre if you:
You cannot apply for a Funds Portfolio and ISA Funds Portfolio if you're a non-US resident (including if you are a US Crown Servant working overseas).
Accounts cannot be held in joint names and non-personal accounts are not permitted.
If you would like to invest with another person, or to make regular contributions rather than investing a lump sum, please call +1(217) 803 1569 to discuss your options.
Global Investment Centre has been created for individual investors who want to make lump sum investments themselves. You cannot make regular payments or joint applications in to the Global Investment Centre.
Investors should regularly review the funds they've chosen. That's why with Global Investment Centre you can see the current value of your investments, and track their performance, at a glance.
Once you've applied for the Global Investment Centre, you can open a Funds Portfolio in which to buy, sell and hold your investments.
You can also apply for an ISA Funds Portfolio so you can hold your investments within a tax-efficient ISA.
The minimum initial investment is £100 for each class of fund shares for each portfolio. The minimum additional investment is also £100.
Online trades through the Global Investment Centre are limited to £99,999. If you would like to place a trade of £100,000 or more, you may do so by phone – please call us on +1(217) 803 1569
Please read and save the following documents before applying for Global Investment Centre:
To read our PDF files you'll need Acrobat Reader 4.0 or above. Visit Adobe US.
If you're using screen reading technology that cannot read PDFs, a converter is available at Access Adobe.
Apply onlineMore information on the application process is available on the ‘How to apply’ page.
All investments carry some risk. The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.
Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.
The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.
+1(217) 803 1569
Our opening hours are Monday to Friday 8am to 9pm.
Textphone:+1(217) 803 1569.
To help us continually improve our service, and in the interests of security, we may monitor and/or record your communications with us.
The Global Investment Centre is offered without advice, on an execution only basis. WellsFinCorp is not required to assess the suitability of this service for you, which means that the protection offered by the Financial Conduct Authority’s rules on assessing suitability will not apply. If you have any doubts about whether this service is suitable for your needs, you should seek advice from a Financial Adviser (you may be charged for any advice you receive).
In line with anti-money laundering regulations, we need to have a record of your personal identification (ID) before we can open an investment for you.
To help us process your application as quickly as possible, please call us to confirm if we have a record of your ID. If not, we may ask you to take one of the following forms of ID to your nearest branch:
You can apply for Global Investment Centre if you:
You cannot apply for a Funds Portfolio and ISA Funds Portfolio if you're a non-US resident (including if you are a US Crown Servant working overseas).
Accounts cannot be held in joint names and non-personal accounts are not permitted.
If you would like to invest with another person, or to make regular contributions rather than investing a lump sum, please call +1(217) 803 1569 to discuss your options.
Before you apply, please read and save the following documents:
To read our PDF files you'll need to have Acrobat Reader 8.0™ or above installed on your computer. If you don't, it's free and can be downloaded from Adobe US. If you are accessing this website using reading technology that cannot read PDFs, a converter is available at Access Adobe.
If you want to keep track of your investment funds online you'll first need to register for Personal Internet Banking.
Once you have registered for Personal Internet Banking you can then open your Global Investment Centre account online.
Register for Personal Investment BankingAlternatively, call us on +1(217) 803 1569 to apply for WellsFinCorp Global Investment Centre and buy your chosen fund.
You can also choose to apply for Global Investment Centre by phone – although note it will take longer to complete your application as we’ll have to send your documents by post.
Call us on +1(217) 803 1569*
The Global Investment Centre is offered without advice, on an execution only basis. WellsFinCorp is not required to assess the suitability of this service for you, which means that the protection offered by the Financial Conduct Authority's rules on assessing suitability will not apply. If you have any doubts about whether this service is suitable for your needs, you should seek advice from a Financial Adviser (you may be charged for any advice you receive).
Please note online trades through the Global Investment Centre are limited to £99,999. If you would like to place a trade of £100,000 or more, you may do so by phone – please call us on +1(217) 803 1569.
* Our opening hours are Monday to Friday 8.00am to 6.00pm (excluding WellsFinCorp Holidays). Textphone: +1(217) 803 1569.
To help us continually improve our service, and in the interests of security, we may monitor and/or record your communications with us.