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Do I have enough money invested to qualify for Stock-level Tax-Loss Harvesting and Smart Beta?

Your individual, joint or trust account will qualify for Stock-level Tax-Loss Harvesting if either its market value or total net deposits exceed $100,000. It will qualify for Smart Beta if either its market value or total net deposits exceed $500,000. For example, if you deposit $100,000 in your account, but its value subsequently declines to $97,000 due to market movements, you can still upgrade to Stock-level Tax-Loss Harvesting. Your account will also qualify for Stock-level Tax-Loss Harvesting if you deposited an aggregate of $90,000, but investment returns cause your account value to exceed $100,000.

Because we manage each account according to a separate investment plan, we are not able to aggregate multiple accounts for the purpose of meeting these minimums.

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Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.