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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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.