Morgan Stanley (E*TRADE)
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Wealthfront automates investing and savings to help you build wealth, your way.

Wealthfront is an automated investing platform that simplifies wealth management. It provides tools for both automated and self-directed investing, including globally diversified portfolios of low-cost index funds. Users can also build their own portfolios with individual stocks and ETFs. Wealthfront offers features such as tax-loss harvesting and automated bond portfolios. The platform caters to individuals looking for hands-off investment management or those who prefer a more active role in building their portfolios. Wealthfront aims to maximize long-term, after-tax returns through technology and financial expertise, making investing accessible to a broad range of users.
Wealthfront is an automated investing platform that simplifies wealth management.
Explore all tools that specialize in create and manage automated investment portfolios. This domain focus ensures Wealthfront delivers optimized results for this specific requirement.
Explore all tools that specialize in facilitate stock and etf trading. This domain focus ensures Wealthfront delivers optimized results for this specific requirement.
Explore all tools that specialize in provide tax-loss harvesting. This domain focus ensures Wealthfront delivers optimized results for this specific requirement.
Explore all tools that specialize in offer high-yield cash accounts. This domain focus ensures Wealthfront delivers optimized results for this specific requirement.
Explore all tools that specialize in enable retirement savings. This domain focus ensures Wealthfront delivers optimized results for this specific requirement.
Explore all tools that specialize in manage 529 education savings plans. This domain focus ensures Wealthfront delivers optimized results for this specific requirement.
Wealthfront automatically identifies and sells assets at a loss to offset capital gains taxes. The platform then repurchases similar assets to maintain the portfolio's desired allocation, all done programmatically.
The platform monitors portfolio drift and automatically rebalances assets to maintain the target allocation. This involves selling over-performing assets and buying under-performing assets to keep the portfolio aligned with the investor's risk profile.
Allows investors to directly own the individual stocks of the S&P 500, offering potential tax benefits through direct indexing and customized risk management.
Wealthfront constructs a ladder of US Treasuries with staggered maturities, providing a predictable income stream and reducing interest rate risk.
Offers financial planning tools that allow users to forecast retirement scenarios and other financial goals.
Sign up for an account at https://wealthfront.com.
Complete the risk assessment questionnaire to determine investment preferences.
Link your bank account for funding.
Choose an investment strategy: automated investing or self-directed investing.
Fund your account with an initial deposit.
Review the recommended portfolio allocation.
Confirm and activate your investment account.
All Set
Ready to go
Verified feedback from other users.
"Wealthfront is well-regarded, evidenced by a 4.8 rating on the Apple App Store and positive client testimonials highlighting the ease of use and effectiveness of the platform."
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