Updated
How do I set up a spousal link for wash sale monitoring?
If both you and your spouse have Wealthfront investment accounts under your own separate logins, you’ll need to link your accounts to avoid violating the wash sale rule. This does apply to all investment accounts (including IRAs). See here for more details: What is a “wash sale” and why does it matter?
To set this up:
- Log in to our website
- Click your name in the upper right corner
- Click Settings
- Click Spousal Link Information
- And enter the email address your spouse uses for their Wealthfront profile and click Email spouse
Afterwards, your spouse will receive an email from us to link their profile to your's for wash sale monitoring. Once they accept your invite, your accounts will be linked for wash sale monitoring.
This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates 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.
Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.
Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
© 2020 Wealthfront Corporation. All rights reserved.
Comments are moderated prior to publication