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Can I customize my allocation for my religious preferences?

We’re sorry, but we don’t allow customization beyond risk tolerance at this time.

 We support socially responsible investing through Direct Indexing and Advanced Indexing.  If you currently qualify for Direct Indexing or Advanced Indexing, you can tell us  which companies you do not wish to invest in using the restrictions list in your settings.

Please note that trade restrictions may change your risk and expected returns, and impact your portfolio's performance.

Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

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