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Why do you have a minimum account size for Direct Indexing and Advanced Indexing?

Any Wealthfront Taxable account with over $100,000 to invest is eligible for Direct Indexing. Any Wealthfront Taxable account with over $500,000 to invest is eligible for Advanced Indexing.

Our minimums for are based on dollar amounts required to hold a reasonable collection of individual US stocks in a Direct Indexing and Advanced Indexing position while continuing to track the performance of the broad US market.

That means that the Direct Indexing and Advanced Indexing minimums must be met through cash deposits or assets in your Wealthfront diversified portfolio. Other assets, such as assets you’ve transferred to Wealthfront via a Tax-Minimized Brokerage Account Transfer and which are still being sold or diversified, can not be used to meet this minimum as those assets can not be used to purchase individual stocks until their sale is completed.

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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