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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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.