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What is PassivePlus®?

PassivePlus® is our signature suite of investment features designed to deliver more returns without more risk, applied to individual, joint, and trust investment accounts at no additional cost. It includes Tax-Loss Harvesting, Direct Indexing, and Advanced Indexing.

  • Tax-Loss Harvesting is designed to reduce your tax bill by capturing investment losses due to movements in the market. Learn more.
  • Direct Indexing is designed to further reduce your tax bill by capturing losses on individual stocks within an index, not just the index itself. It activates when your account reaches $100k. Learn more.
  • Advanced Indexing is designed to increase your expected return by weighting the stocks in your portfolio more intelligently. It activates when your account reaches $500k. Learn more.

 

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.

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.

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