If you have an account, asset, or liability that can’t be linked electronically, you can link it manually by clicking “Track Manually” after clicking “Link an account” on your dashboard.
We’ll project the value of your manually-linked asset or liability over time based on the details you input, but we won’t dynamically update your balance, so projections that include that asset or liability may become less accurate over time.
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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.
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Path is a sophisticated personal finance model offered by Wealthfront that allows Clients to plan for the future and explore projections of various possible financial outcomes. The projections in Path are estimates based on Clients’ latest data from linked financial accounts, tolerance for risk, and current investments, as well as assumptions compiled by Wealthfront’s Research team.