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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, Inc.  were to cease doing business, Wealthfront Brokerage Corporation 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 Corporation to ensure the orderly return of most, if not all, customer securities and other assets in a timely fashion.

 

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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