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What if I am restricted from trading certain stocks, like those of my employer? Can I still get Stock-level Tax-Loss Harvesting and Smart Beta?

Absolutely. When you add Stock-level Tax-Loss Harvesting to your Wealthfront portfolio you’ll be asked to set-up an Exclusion List of stocks that we should never trade on your behalf.

To do this, log in to our full website and click your name at the top right > settings > restrictions. 

Please add the stock ticker for your employer and any other stocks you are restricted from owning/trading to list and we’ll make sure to never buy or sell those stocks as part of Stock-level Tax-Loss Harvesting.

If you’re married, then please also add any stocks that your spouse is restricted from trading to the list.

 

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