Are Wealthfront’s Brokerage Accounts or Stock Investing Accounts managed like a Wealthfront Portfolio?

No, our Brokerage Accounts and Stock Investing Accounts are not fully managed by Wealthfront. The Brokerage Account is a self-directed investment product offered by Wealthfront Brokerage. The Stock Investing Account is a limited discretion investment product offered by Wealthfront Advisors. You can update your Stock Investing Account to a fully self-directed Brokerage Account in order to get access to more features such as recurring, limit orders, and over 8,000 new stocks and ETFs. Learn more about this update.

If you are interested in features that manage your investing account for you like rebalancing and tax loss harvesting, we encourage you to explore our Wealthfront Portfolio. Learn more here.