What is my estimated monthly interest charge?

Your estimated monthly interest charge is what we expect will be added to your outstanding balance at the end of each billing period.

Our Assumptions:

  • The balance of your Portfolio Line of Credit will not change within the billing period.
  • The interest rate for the period will not change.

Every day, we monitor whether your balance or your interest rate have changed, and adjust your estimated monthly interest charge accordingly.

How is my interest charge determined? 

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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.