Updated
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 (if enabled).
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.
- 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 (available for accounts that use US Direct Indexing): activates as balance approaches $500,000, if enabled
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.
Investment management and advisory services are provided by Wealthfront Advisers LLC (Wealthfront Advisers), an SEC-registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), a Member of FINRA/SIPC. Financial planning tools are provided by Wealthfront Software LLC (Wealthfront Software).
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 or offer, or recommendation, to buy or sell any security.
Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. The performance of new securities purchased may be better or worse than those sold. The strategy could introduce portfolio tracking error, meaning the portfolio's performance might slightly diverge from its intended benchmark. There may also be unintended tax implications. Wealthfront does not provide tax advice. Consult a tax professional for your specific situation.
Wealthfront Advisers and its affiliates do not provide legal or tax advice and do not assume any liability for the tax consequences of any client transaction. Clients should consult with their personal tax advisors regarding the tax consequences of investing with Wealthfront Advisers and engaging in these tax strategies, based on their particular circumstances. Clients and their personal tax advisors are responsible for how the transactions conducted in an account are reported to the IRS or any other taxing authority on the investor's personal tax returns. Wealthfront Advisers assumes no responsibility for the tax consequences to any investor of any transaction.
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.
Wealthfront Advisers, Wealthfront Brokerage, and Wealthfront Software are wholly-owned subsidiaries of Wealthfront Corporation.
2026 Wealthfront Corporation. All rights reserved.
Comments are moderated prior to publication