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Do I have enough money invested to qualify for Direct Indexing and Advanced Indexing?

Your individual, joint or trust account will qualify for Direct Indexing if either its market value or total net deposits exceed $100,000. It will qualify for Advanced Indexing 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 Direct Indexing. Your account will also qualify for Direct Indexing 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.

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.

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