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I previously had Stock-level Tax-Loss Harvesting and now have Smart Beta. What’s changed?

Once you have Smart Beta enabled in your portfolio, we’ll adjust some of your individual stock investments to align with our more intelligent weighting using five key factors that have historically delivered greater returns: value, momentum, high dividend yield, low market beta, and low volatility.

For more details, see our Smart Beta White Paper.

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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.