Your Wealthfront Investment 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 account. Please feel free to forward our our Client Agreement, which can be found at the bottom of our homepage by clicking Legal, to your compliance department.
If your employer requires a managed account letter, we would be happy to provide one. Please reach out to email@example.com for assistance.