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Open an Automated Investing Account
1) Choose an account type. From our app or website, click Get started. On the next page, you’ll see a list of supported investing accounts. To learn more about the account types we offer, click here.
2) Answer a short questionnaire. We’ll ask you a short series of questions related to your personal information. If you’re opening a Wealthfront Portfolio, we will also ask you questions that help us build a recommended portfolio for you. If you don't know an answer to a question, that's ok — you can change it later if needed.
3) Fund your account. After our software guides you through the setup, you’ll be prompted to select a funding source for your new account. Note that our account minimums depend on the account type, and range from $1 up to $5,000.
Learn more about getting started with our Cash Account here and our Brokerage Account here.
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.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. Nothing in this communication should be construed as a solicitation, offer or recommendation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Advisers, Wealthfront Brokerage or any affiliate endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
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