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Does Wealthfront help clients report taxes?

Your tax documents are provided by the brokerage firm Wealthfront partners with to custody your assets. These documents can be found on your Taxes & Documents page.

See 'Which tax documents will I receive for my account?' to understand which documents to expect, and 'When will my tax documents be delivered?' to understand when.

Wealthfront does not provide individual tax advice, and you should consult your tax advisor regarding any questions you may have specific to your personal taxes and financial situation. Wealthfront assumes no responsibility to any client for the tax consequences of any transaction.

Watch this video to understand which forms you need to file: Understanding the tax forms

 

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