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Does Wealthfront take my outside holdings, such as my 401k and existing large equity positions, into consideration when creating my portfolio?

At this time, the Wealthfront service is not optimized to take outside holdings into consideration.

 

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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.