Updated
How often does my plan update?
We update your financial plan as we receive new data on your linked accounts, and/or when adjustments are made to the inputs of Path (such as altering your planned retirement age).
The most common reason you will see your plan update is when we receive new data on your linked accounts. How frequently your linked accounts update will depend on the institution and account type, but we’ll generally aim to update external accounts once per business day.
Investment management and advisory services are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), a Member of FINRA/SIPC. Financial planning tools are provided by Wealthfront Software LLC (“Wealthfront Software”).
Path is Wealthfront’s free, software-based financial planning tool which helps users optimize their finances to meet certain goals. The information provided by Path is for illustrative purposes only and is not investment advice or performance. Users should not rely on this information as a basis of investment, financial, or tax planning decisions. See Wealthfront.com/planning for details.
Wealthfront Advisers, Wealthfront Brokerage, and Wealthfront Software are wholly-owned subsidiaries of Wealthfront Corporation.© 2026 Wealthfront Corporation. All rights reserved.
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