When you open an account you'll get a personalized asset allocation based on your risk score and the account's tax status.
Our most common account type that individuals open to build long-term wealth alongside their 401(k)s and IRAs.
Easily manage assets jointly shared between you and your spouse in a single account.
Protect and manage your trust's assets to help prepare the way for handing down your assets.
Don't pay taxes on earnings until you withdraw funds, and get immediate tax benefits on contributions.
Consolidate one or multiple 401(k)s from previous employers into a single IRA.
Contributions and earnings in this account grow tax-free and qualified withdrawals are tax-free.
A small business retirement plan that offers large annual contribution limits for yourself or employers.
A tax-advantaged account for saving for qualified higher education expenses.
We employ ETFs that track indexes for all the major asset classes used in our portfolios. Each ETF is chosen by our investment research team based on its relative cost, tracking error, market liquidity, and securities lending policies. We always tell you why we chose each ETF over its alternatives.
Linking your new Wealthfront account to a supported bank allows you to almost immediately transfer funds into your Wealthfront account. Or you can work with our client services team to transfer an existing account such as an old 401(k).
Portfolio Review will analyze your current investment portfolio. It provides data-driven, actionable recommendations to improve net-of-fee, after-tax, risk-adjusted return.