Can I have a portfolio exclusively made up of US Direct Indexing, Smart Beta, or the Risk Parity Fund?
Yes. You can build an account entirely made up of US Direct Indexing or the Risk Parity Fund as long as you have at least $100,000 in your individual, joint, or trust Investment Account. Smart Beta is an advanced form of US Direct Indexing that automatically activates when your account with US Direct Indexing reaches $500,000.
Learn more about adding Wealthfront exclusives to your account here.
To learn more about adding these offerings to your account, watch this video.
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