To meet the growing need for differentiated product solutions, WFG provides you with an assortment of unique product solutions. Our comprehensive selection of tools provides you partnership, flexibility, and autonomy in working towards meeting your client's objectives and goals. This suite of products and services includes multiple clearing firm relationships, all-encompassing mutual fund selling agreements, extensive trading capabilities, various research offerings, opportunities to participate in syndicate offerings, and much more.

Clearing Firms

WFG provides multiple clearing arrangements for you to choose. Transactions can be cleared through NFS or Pershing LLC, a BNY Mellon Company ("Pershing"), two of the most respected firms in the financial services industry.

National Financial Services LLC (NFS) - Streetscape® - delivers - through a single, integrated platform - one of the most advanced technology solutions available to help streamline your business operations for maximum efficiency.
Streetscape is a registered service mark of FMR LLC
National Financial Services LLC is an independent company and is not affiliated with WFG.

Pershing's NetX360™ - A complete technology solution, combining best-of-breed features and functionality from the brokerage, advisory, managed accounts and prime services worlds to provide a single source for conducting all of your business.

Mutual Funds

WFG has direct selling agreements with all the major mutual fund companies. If you have an interest in selling a mutual fund not listed, WFG is open to adding new selling agreements.

WFG provides many trading service capabilities through WFG Capital Markets, operating as a department of the broker-dealer. This wide-ranging suite of trading resources consists of:

• full-service fixed income trading desk
• qualified institutional equity desk
• block trading capabilities

Insurance Products & Support

WFG's Insurance Products & Support department's mission is to help our financial professionals to identify and implement the best financial solutions to meet their clients' needs and objectives in today's rapidly changing financial world. Read more about WFG Insurance & Products

Research Offerings

WFG offers you access to general market analysis, as well as company specific research from some of the most prestigious providers available including:

• NFS Research Offerings
• Pershing - Access to best-of-breed third party research providers.

Syndicates

WFG has the ability to take down syndicate offerings from various financial institutions.