We prioritize selling shares with lower tax rates first and can even set aside cash to cover your taxes.
We sell some of your shares every day, respecting blackout windows. Pause, restart, or update your plan at any time.
A traditional broker can charge up to $19.95 per trade. This could cost you up to $5,000 per year.* We do it for free.
Link your stock plan account
Connect the account that holds your shares to Wealthfront, and we automatically pull in the necessary information to build your plan.
Get advice on how to sell
Not sure when to sell or how much? Wealthfront can help you make these decisions. With a few clicks, you'll have a plan that's tailored to your situation.
Moving your shares over to Wealthfront is easy. Set up your plan, and we'll handle the rest.
Tax treatment of stock sales is complicated. It's often a challenge to forecast how much you'll owe come tax season.
As we sell shares, we automatically estimate your tax bill. We can even set aside cash to cover this upcoming expense.
We will reinvest your sales proceeds into a diversified portfolio tailored for you. Your account will benefit from tax-minimized automatic rebalancing.
Plus, our services like Tax-Loss Harvesting and Direct Indexing can help lower your taxes, further improving your after-tax returns.
We understand that situations change. At any time, you have the ability to: