Investment plan
- How do I change my risk score?
- How can I be certain that my brokerage account statements are accurate if you are both the custodian of my account and the adviser of my investments?
- Why do you recommend so many Vanguard ETFs?
- How did you create the questionnaire to determine my risk score?
- Will Wealthfront ever change the ETFs in my investment mix?
- When Wealthfront changes the preferred ETFs for an asset class, how will we transition accounts?
- If I change my risk score, how does Wealthfront transition my account to my new investment plan?
- How often do you rebalance my portfolio?
- Why do my allocations among asset classes remain the same independent of amount invested?
- Can I customize my allocation for my religious preferences?
- How do you calculate the return displayed on my dashboard and account pages?
- Why do I have a cash balance in my investment account?
- Why is there uninvested cash in my account?
- Why is it important to invest some of my portfolio outside the U.S.? Aren’t those markets riskier?