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  1. Wealthfront Support
  2. Investment Accounts
  3. Stock-Level Tax-Loss Harvesting

Stock-Level Tax-Loss Harvesting

  • How do I know if I’m restricted from trading a stock?
  • What is Stock-level Tax-Loss Harvesting?
  • How much benefit can I expect from PassivePlus®?
  • If I upgrade to Stock-level Tax-Loss Harvesting and Smart Beta, do you immediately sell my current investments, or will you gradually add more stocks based on my new contributions?
  • Will Wealthfront really buy up to 1,000 individual stocks on my behalf?
  • How much does it cost to add Stock-level Tax-Loss Harvesting and Smart Beta to my account?
  • What if I trade individual stocks in other accounts? Will there be any issue with the trades in Stock-level Tax-Loss Harvesting or Smart Beta?
  • What is a Stock-level Tax-Loss Harvesting exclusion list? How does it work?
  • What other automated investment services offer Stock-level Tax-Loss Harvesting and Smart Beta?
  • Will Stock-level Tax-Loss Harvesting and Smart Beta remain on in my account if my balance falls below the minimum account size due to market movements?
  • Why are Stock-level Tax-Loss Harvesting and Smart Beta not available for IRAs?
  • What if I am restricted from trading certain stocks, like those of my employer? Can I still get Stock-level Tax-Loss Harvesting and Smart Beta?
  • Why can’t I gain the benefits of Stock-level Tax-Loss Harvesting by buying an S&P 500 or broad U.S. market ETF or Index Fund such as SPY or VTI?

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