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Reverting to a recommended portfolio

Once you customize your investment portfolio, you can still decide to revert to a recommended portfolio at any time. To do this, click your Investment Account from your Wealthfront dashboard and select Edit portfolio. From there, choose See suggested portfolios to see our recommendation. To save your new portfolio, click Use this portfolio.

Please note that if you previously had a recommended portfolio that included US Direct Indexing (formerly known as Stock-level Tax-Loss Harvesting), Smart Beta, or Risk Parity and then you customized your portfolio, the recommended portfolio you’ll get when you revert will not contain those strategies unless you tap Add investment and add them. Learn more about adding Wealthfront exclusives (the Risk Parity Fund, US Direct Indexing, and Smart Beta) to your portfolio here.

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