Do you support socially responsible investing?

We support socially responsible investing through Stock-level Tax-Loss Harvesting and Smart Beta.  If you currently qualify for Stock-level Tax-Loss Harvesting or Smart Beta, you can tell us  which companies you do not wish to invest in using the restrictions list in your settings.

Applying trading restrictions impacts the expected return and risk of your portfolio, and may cause its performance to deviate from that of the portfolio we initially recommended to you based on your Risk Score.


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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.