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Is there a minimum account size needed to open a Portfolio Line of Credit?

To access your Portfolio Line of Credit, you need at least $100,000 invested in a diversified, taxable Wealthfront portfolio.

NOTE: If you deposit $100,000 and the market value of your account falls, you are still eligible. See below for an example. 

 

Market Value

Net Deposits

Eligible?

$90,000

$101,000

Yes

$105,000

$89,000

Yes

$99,000

$90,000

No

Disclosure

All investing involves risk, including the loss of your principal investment(s), and past performance does not guarantee future results. Margin lending can add to these risks, and investors should carefully review those risks as part of their overall financial strategy. Diversification strategies do not guarantee a profit or protect against loss in declining markets. Learn more about Portfolio Line of Credit in the Margin Handbook.

Financial advisory services are offered by Wealthfront, Inc., an SEC-registered investment adviser. Brokerage products and services are offered by Wealthfront Brokerage Corporation, member FINRA / SIPC, and a wholly-owned subsidiary of Wealthfront, Inc.

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