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.
Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.
Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.