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.

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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.