How do I contact Wealthfront by phone?
If you have any questions about the contents of this Brochure, please contact us at 844-995-8437 or [email protected].
Is there a Wealthfront app?
Wealthfront for Android gives you a clear view of all your Wealthfront accounts in one place including your taxable accounts, IRAs, and rolled-over 401(k) accounts from old employers.
What is Wealthfront?
Wealthfront is a force among robo-advisors, offering a competitive 0.25% management fee, free management of balances under $5,000 (with NerdWallet's promotion) and one of the strongest tax-optimization services available from an online advisor.
How do I open a Wealthfront account?
Open an Investment Account
- Choose an account type. Click Get started. ...
- Answer a short questionnaire. We'll ask you a short series of questions so we can build a recommended portfolio for you. ...
- View your investment plan page. ...
- Fund your account.
Can you lose money with Wealthfront?
You can lose more funds than you deposited in your margin account. A decline in the value of securities that are purchased on margin may require you to provide Wealthfront with additional funds to avoid the forced sale of those securities or other securities or assets in your margin account(s).
Is it safe to invest with Wealthfront?
Wealthfront Cash accounts are protected by $1,000,000 FDIC insurance through its member banks. Wealthfront Investment accounts are protected with up to $500,000 insurance by the SIPC.
Is Wealthfront worth the fee?
Low fees, free planning guides, and multiple tax perks make Wealthfront worth a look. Best for: High-balanced investors. Beginning investors.
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Pricing for Wealthfront.
Service |
Cost |
Annual risk parity fund fee (for accounts over $100,000 that opt in) |
0.25% of total assets |
9 more rows
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Nov 21, 2021