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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 offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

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