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What types of accounts does Wealthfront currently support?

Wealthfront supports the following account types:

High-yield Cash Accounts

  • Individual
  • Joint (specifically, joint tenants with rights of survivorship, or JTWROS)
  • Trust

Automated Index Investing Accounts (managed taxable brokerage accounts)

  • Individual
  • Joint (specifically, joint tenants with rights of survivorship, or JTWROS)
  • Trust

Automated Bond Portfolios (managed taxable brokerage accounts)

  • Individual
  • Joint (specifically, joint tenants with rights of survivorship, or JTWROS)
  • Trust

Automated Bond Ladders (managed taxable brokerage accounts)

  • Individual
  • Joint (specifically, joint tenants with rights of survivorship, or JTWROS)
  • Trust

S&P 500 Direct Portfolios (managed taxable brokerage accounts)

  • Individual
  • Joint (specifically, joint tenants with rights of survivorship, or JTWROS)
  • Trust

Nasdaq-100 Direct Portfolios (managed taxable brokerage accounts)

  • Individual
  • Joint (specifically, joint tenants with rights of survivorship, or JTWROS)
  • Trust

Stock Investing (taxable brokerage account)

  • Individual

Retirement Accounts (IRAs)

*We do not support inherited / beneficiary IRAs.*

College Savings: 529 College Savings Plan accounts

 

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All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please see our Full Disclosure for important details.

Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), a Member of FINRA/SIPC. Neither Wealthfront Brokerage nor any of its affiliates are a bank, and Cash Account is not a checking or savings account. We convey funds to program banks who accept and maintain deposits, provide the interest rate, and provide pass-through FDIC insurance.

The Stock Investing Account is a limited-discretion investment product offered by Wealthfront Advisers LLC, an SEC-registered investment advisor. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser.

The 529 Plan is administered by the Board of Trustees of the College Savings Plans of Nevada, chaired by the Nevada State Treasurer. Ascensus Broker Dealer Services, Inc. serves as the Program Manager. Wealthfront Advisers LLC, an SEC-registered investment adviser, serves as the investment adviser to the Plan. Wealthfront Brokerage LLC, a Member of FINRA/SIPC, serves as the distributor and the underwriter of the Plan.

Securities investments: Are not bank deposits. Are not bank guaranteed or FDIC-insured. May lose value.

Wealthfront’s S&P 500 Direct: The S&P 500® index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by Wealthfront Advisers LLC. Standard & Poor’s®, S&P®, S&P 500®, US 500 and The 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Wealthfront Advisers LLC. Wealthfront’s S&P 500 Direct Portfolio is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product nor do they have any liability for any errors, omissions, or interruptions of the S&P 500® index.

Wealthfront’s Nasdaq-100 Direct: Nasdaq®, Nasdaq-100 Index®, NDX®, and Nasdaq-100® are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by Wealthfront Advisers LLC. The Product(s) have not been passed on by the Corporations as to their legality or suitability. The Product(s) are not issued, endorsed, sold, or promoted by the Corporations. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO THE PRODUCT(S).