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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.

 

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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