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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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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.