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How do you transition my portfolio from Direct Indexing to Advanced Indexing?

If you previously had a Direct Indexing account with $500,000 or more in portfolio value, Wealthfront will automatically transition your portfolio to Advanced Indexing tax-efficiently.

We use three sources of cash to move your account into Advanced Indexing:

  1. We invest all new money in Advanced Indexing, including deposits, dividends and cash freed up from Selling Plan or account transfers
  2. We sell stocks that are trading at a loss
  3. We sell stocks that are trading at a gain, but only if the weights of these stocks in your portfolio deviate significantly from the target Advanced Indexing portfolio weight. Hence, you may realize some amount of capital gains when transitioning into Advanced Indexing.

These transition rules apply equally to both Wealthfront 500 (WF500) and Wealthfront 1000 (WF1000) clients.

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