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Can I opt out of Advanced Indexing?

Advanced Indexing is included as part of PassivePlus®, our investment strategy, applied to your account at no additional charge. We recommend it for most clients.

If you don’t want Advanced Indexing enabled, you can disable it on the Account Page for the relevant account. If you disable Advanced Indexing, we’ll also disable Direct Indexing.

 If you previously had Direct Indexing and Advanced Indexing enabled and then disable it, we’ll sell your individual stocks and reinvest in index funds This may incur taxable gains and decrease your expected return for the account. We recommend you consult a tax advisor before disabling Direct Indexing and Advanced Indexing.

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Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

PassivePlus® is a registered trademark and property of CSSC Investment Advisory Services, Inc. (“CSSC”) and is used under license. CSSC and Wealthfront are not affiliated companies.