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What is the benefit of linking outside accounts to my Wealthfront dashboard?

By linking your banks, brokerages, homes, and mortgages, you will get access to a centralized view of your entire financial life and advice on how to reach your financial goals.

Path can do the following:

  • Estimate your net worth at retirement by projecting out the value of your investments in each account.
  • Calculate your current monthly savings and projects what you’ll be able to spend per month at retirement.
  • Provide advice on how to allocate additional monthly savings amongst different account types.
  • Allows you to adjust inputs such as retirement age, current savings, and retirement spending and see the impact on your financial situation.

Note that we can link to over 13,000 institutions, and you can request that we add a new institution by following the instructions here.

 

 

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Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.