Menu

Updated

Referrals: What’s the Wealthfront Invite Program?

The Wealthfront Invite Program allows you to lower your annual advisory fee on your investment account(s). You'll continue to receive the additional managed for free amount as long as the person you referred maintains a funded account.

When a friend funds an investment or cash account through your invite link, you’ll get an additional $5,000 managed for free.

And if your friend opens an investment account, they’ll also get $5,000 managed for free!

Already a client? Send an invite.

 

Was this article helpful?

This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

© 2020 Wealthfront Corporation. All rights reserved.