What would happen to my account if Wealthfront were to be acquired, go public or cease doing business?

Your Wealthfront account is in your own name. This would not change were Wealthfront to be acquired or go public and you would be free to add or withdraw funds or securities at any time.

In the unlikely event Wealthfront Corporation were to cease doing business, Wealthfront Brokerage LLC has multiple layers of protection in line with strict rules and regulations designed to safeguard investor assets.

Securities regulators including SEC and FINRA, and SIPC (for SIPC-eligible accounts, securities, and cash) would work with Wealthfront Brokerage LLC to ensure the orderly return of most, if not all, customer securities and other assets in a timely fashion.

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This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Updated April 24, 2024 18:17

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