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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 direct indexing or advanced indexing enabled we'll purchase individual securities to replicate S&P 500 index.

 

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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.