What if am I restricted from trading certain stocks, like those of my employer? Can I still get Direct Indexing and Advanced Indexing?

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

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 Direct Indexing.

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

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