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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.

 

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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.