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How does Selling Plan work?

Note: Wealthfront is no longer accepting new Selling Plan clients. However, we will keep these articles online for clients with existing plans.

Selling Plan works by building a personalized selling plan based on your stock holdings, short-term financial needs and individual preferences. It even accounts for lock-out periods and blackout windows. After your plan is built, we then transfer your stock from your equity compensation account to Wealthfront and sell it according to this plan.

You can set aside money from the proceeds to pay taxes or other uses. You can choose to reinvest the rest of the proceeds in a diversified portfolio managed by Wealthfront.

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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