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Smart Beta

Smart Beta

Wealthfront's Smart Beta
Minimum account sizes for US Direct Indexing and Smart Beta
How do you transition my account to Smart Beta as my account balance approaches the $500,000 minimum?
The difference between US Direct Indexing and Smart Beta
Tax implications of US Direct Indexing and Smart Beta
What trading costs are involved in Smart Beta?
What is a factor and how did you choose the factors for the Smart Beta portfolio?
Does Smart Beta always outperform the index?

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Other fees apply to the checking features. Fee-free ATM access applies to in-network ATMs only. For out-of-network ATMs and bank tellers a $2.50 fee will apply, plus any additional fee that the owner or bank may charge. Please see the Deposit Account Agreement for details.

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The cash balance in the Cash Account is swept to one or more banks (the “program banks”) where it earns a variable rate of interest and is eligible for FDIC insurance. FDIC insurance is not provided until the funds arrive at the program banks. FDIC insurance coverage is limited to $250,000 per qualified customer account per banking institution. Wealthfront uses more than one program bank to ensure FDIC coverage of up to $1 million for your cash deposits. For more information on FDIC insurance coverage, please visit www.FDIC.gov. Customers are responsible for monitoring their total assets at each of the program banks to determine the extent of available FDIC insurance coverage in accordance with FDIC rules. The deposits at program banks are not covered by SIPC.

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