I transferred securities to Wealthfront from an outside account. Does that affect whether I qualify for Stock-level Tax-Loss Harvesting and Smart Beta?

It might. Your individual, joint, or trust account qualifies for Stock-level Tax-Loss Harvesting if it has $100,000 or more and Smart Beta if it has $500,000 or more.

However, if you have transferred assets to Wealthfront and we haven’t diversified them yet, we will not apply the Stock-level Tax-Loss Harvesting and Smart Beta strategies until your diversified portfolio value exceeds $100,000 or $500,000, respectively.

Learn more about how we handle funds that have been transferred to Wealthfront.

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