We support socially responsible investing through Direct Indexing and Advanced Indexing. If you currently qualify for Direct Indexing or Advanced Indexing, 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.
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.