Menu

Updated

Do I need a new Wealthfront account to use Selling Plan? Can I use my existing Wealthfront account?

You can use your existing Wealthfront account, as long as its ownership is compatible with the ownership of your stock. If the shares are in your name only, you can use a Wealthfront Personal account. If your shares are joint or community property, you will need a Wealthfront Joint account with the co-owner. Selling Plan will guide you in selecting the appropriate account type.

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.

Was this article helpful?