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What are the benefits of linking my outside accounts to Wealthfront?

Linking your outside accounts has two key benefits:

Smarter Financial Planning

The more bank, brokerage, mortgage, and credit card accounts you link, the better advice Path provides. For details on how Path uses these links to project your future finances, go here.

Simpler Deposits, Withdrawals and Transfers

Linking an outside bank or brokerage account enables us to verify your account instantly, which simplifies deposits, withdrawals, and transfers. If your bank is unable to link, you must wait to deposit and withdraw funds until you verify your outside account through the cumbersome micro-deposit process, which can take several days.

 

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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.