1) Choose an account type. Click Get started. Next, select Invest in stocks. At this time we only support individual, taxable accounts.
2) Answer a short questionnaire. We’ll ask you a short series of questions so we can build a risk profile for you. 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 Stock Investing Account, you’ll also be prompted to open and fund one. We use the Cash Account to fund your Stock Investing 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. You must add stocks to your portfolio before you can invest. Once your funds have landed in your Cash Account, you can begin investing.
Review the stock investing account requirements in this article before you get started.