Open a Brokerage Account

1) Choose an account type. Click Open a new account. Next, select Brokerage Account. At this time we only support individual, taxable accounts.

2) Answer a short questionnaire. We’ll ask you a short series of questions. If you don't know an answer to a question, that's ok — you can change it later if needed.

3) If necessary, open and fund your Cash Account. If you do not have a Wealthfront Cash Account when you set up your Brokerage Account, you’ll also be prompted to open and fund one. We use the Cash Account to fund your Brokerage Account. Select a funding source for your new Cash Account. Note that our account minimum is $1. To learn more about getting started with our Cash Account, please  see this article. 

4) Add securities to your portfolio. Once you select the account to use to fund your Cash Account you can begin exploring securities and collections of stocks to invest in directly from the explore tab. Once your funds have landed in your Cash Account, you can begin investing.