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How does Wealthfront’s client support work?
Wealthfront’s team of client service specialists are available via phone or email in the event you can’t find your answer in our Help Center. General requests are typically answered within 24 business hours, but some requests require significant research that may delay our response to you.
All our Client Services team members are Series 7 licensed professionals and several hold CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) designations. They have experience from traditional firms, but are passionate about changing financial services for the better.
When emailing Wealthfront, please be as detailed as possible, including screenshots that display your issue if possible. For security purposes, please email us from the email address you registered with your account. It’s best to be in front of your computer to complete transactions if you contact us via phone.
This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.
Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
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