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Can I have a portfolio exclusively made up of US Direct Indexing or Smart Beta?
Yes. You can build an account entirely made up of US Direct Indexing as long as you have at least $100,000 in your taxable Automated Investing Account. Smart Beta is an advanced form of US Direct Indexing that automatically activates should your account with US Direct Indexing reach $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.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. Nothing in this communication should be construed as a solicitation, offer or recommendation to buy or sell any security. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please see our Full Disclosure for important details.
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