Your Wealthfront Automated Investing Account is fully managed, whether or not you choose to customize it.
What if my employer’s Compliance department requires documentation showing my account is fully managed?
Most Compliance departments will accept the language from our client agreement stating that we have discretionary trading authorization over your Automated Investing Account. Please feel free to forward our Client Agreement to your Compliance department. It can be found at the bottom of our homepage by clicking Legal.
If your employer requires a managed account letter, please reach out to email@example.com for assistance.