How is the Stock Investing Account different from the Automated Investing Account?

The Stock Investing Account allows you to build your own portfolio with individual stocks and ETFs, while the Automated Investing Account provides a managed, diversified portfolio.

Wealthfront

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Overview

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.

Common tasks

Create and manage automated investment portfolios Facilitate stock and ETF trading Provide tax-loss harvesting Offer high-yield cash accounts Enable retirement savings Manage 529 education savings plans Build automated bond ladders

FAQ

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Are there any restrictions around the 3.30% APY? Is this a promotional rate?

The 3.30% Base Annual Percentage Yield (APY) is provided by program banks and is subject to change. APY Boost is up to a $150,000 balance.

What kind of fees do you charge? Is there a minimum to know about?

Wealthfront charges an advisory fee of 0.25% annually for automated investing accounts. There are no advisory fees for cash accounts.

How is automated investing at Wealthfront different?

Wealthfront's automated investing utilizes a globally diversified portfolio of low-cost index funds and employs tax-loss harvesting to maximize after-tax returns.

What is Tax-Loss Harvesting? And what does that mean for me?

Tax-loss harvesting involves selling investments that have lost value to offset capital gains taxes, potentially reducing your overall tax liability.

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