Will Wealthfront hold individual stocks in addition to my managed portfolio?

No. We offer a service to manage a client’s portfolio that assesses your true risk tolerance, recommends an optimized portfolio of carefully selected ETFs spanning more than ten asset classes, and monitors and periodically rebalances the investment mix to maintain a client’s desired risk tolerance. We do not allow our clients to use their Wealthfront-related brokerage account to hold securities other than the ones we choose and manage.

If you have a taxable account with Stock-level Tax-Loss Harvesting or Smart Beta enabled we'll purchase individual securities to replicate S&P 500 index.


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