Adding US Direct Indexing or Smart Beta to your Automated Index Investing Account

There are few ways to add US Direct Indexing or Smart Beta to your Automated Index Investing Account.

Select a Direct Indexing Portfolio

When you first open an Automated Index Investing Account, you can select the Direct Indexing Portfolio (which includes US Direct Indexing and Smart Beta).  

Add US Direct indexing to your automated portfolio

If you already have an Automated Index Investing Account, go to your account, navigate to your Automated Index Investing Account, and select Edit portfolio. Then, you can either:

Switch to a Direct Indexing Portfolio by selecting Edit next to your portfolio type, and selecting Direct Indexing. 

Or add US Direct Indexing to your current portfolio’s investments by selecting Add investment. From there, you can scroll down to Wealthfront exclusive offerings and add your desired selections.

Are all accounts eligible for US Direct Indexing or Smart Beta?

No. Since these strategies are primarily beneficial for tax savings, they’re only available for taxable Automated Index Investing Accounts. There are also account minimums for these strategies:

• US Direct Indexing: $100,000
• Smart Beta (automatically included in US Direct Indexing): $500,000

To learn more about adding these offerings to your account, watch this video. 

To learn how we'll manage your portfolio if you select one of these strategies prior to reaching the account minimums, please read our support articles on US Direct Indexing and Smart Beta.