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Can I opt out of Smart Beta?

Smart Beta is included as part of PassivePlus®, our signature suite of investment features designed to deliver more returns without more risk. We recommend it for most clients.

If you don’t want Smart Beta enabled, you can disable it on the Account Page for the relevant account. If you disable Smart Beta, we’ll also disable Stock-level Tax-Loss Harvesting.

If you previously had Stock-level Tax-Loss Harvesting and Smart Beta 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 Stock-level Tax-Loss Harvesting and Smart Beta.

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Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.

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.

PassivePlus® is Wealthfront’s signature suite of investment features. Designed by Wealthfront’s Research Team to optimize for efficiency and deliver additional risk-adjusted returns, each strategy is based on rigorous, time-tested academic research.