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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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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.