How can I get a managed account letter for my automated investing accounts?

Wealthfront’s automated investing accounts, including our Direct Indexing and Index Investing Accounts, are fully managed.

What if my employer’s Compliance department requires documentation showing my account is fully managed? 

If your employer’s compliance department requires documentation, you can download a managed account letter from our app or website by following the steps below:

1. Navigate to your profile by selecting the person icon in the bottom right of our app, or your name in the top right corner of our website
2. Select Investing
3. Select Letter for managed accounts if using our app, or look for the section titled Need a letter to confirm accounts are fully managed? and select Get your letter from our website
4. On the next page, select the option to Download PDF

Our client agreement also states 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.

Why don’t all of my accounts appear on the managed account letter?

Stock Investing Accounts, which are limited discretionary accounts, and Cash Accounts, which are not subject to the requirements of FINRA rule 3210(a), will not be listed on your managed account letter.