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Where is my money held?

Your assets are held in a brokerage account in your name at Wealthfront Brokerage Corporation, a subsidiary of Wealthfront, Inc. Please note that Wealthfront Brokerage Corporation has partnered with RBC Correspondent Services (RBC CS) for many clearing functions such as trade settlement. We use IRA Services Trust Company (IRASTC) as custodian for all IRA accounts.

 

 

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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.