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?

Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.

Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.