Invest for the long term on your terms | Wealthfront (2024)

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Invest for the long term on your terms | Wealthfront (4)

Even with the inevitable ups and downs of the market, our expert-built, globally-diversified Automated Investing Account makes it easy to start building long-term wealth by managing your risk, maximizing returns, and minimizing taxes.

Invest for the long term on your terms | Wealthfront (5)

Best Robo-advisor, Portfolio Options, 2023 1Best Robo-advisor, IRA, 2022 1

Invest for the long term on your terms | Wealthfront (6)

Best Robo-advisor, 2022 1Best Robo-advisor, 2020 1

800

K+

Trusted clients

$

60

B+

In assets managed

4.8

Apple App Store 2

4.9

Google Play Store 2

Invest for the long term on your terms | Wealthfront (7)

Best Robo-advisor, Portfolio Options, 2023 1Best Robo-advisor, IRA, 2022 1

Invest for the long term on your terms | Wealthfront (8)

Best Robo-advisor, 2022 1Best Robo-advisor, 2020 1

800

K+

Trusted clients

$

60

B+

In assets managed

4.8

Apple App Store 2

4.9

Google Play Store 2

Risk score:

8.0

Example portfolio

US Stocks

45

%

Foreign Stocks

15

%

Emerging Markets

15

%

Dividend Stocks

9

%

Municipal Bonds

16

%

Real Estate

%

US Bonds

%

Corporate Bonds

%

TIPS

%

Emerging Markets Bonds

%

Smarter investing, brilliantly personalized.

Just answer a few questions, and we’ll build you a personalized portfolio of low-cost index funds from up to 17 global asset classes. Our software handles all the trading, rebalancing, and other busywork to help grow your wealth for the long term.

Get started

You make it custom. We’ll do the rest.

Choose from hundreds of funds in categories like clean energy, tech, and crypto and we’ll handle the trades and rebalance your portfolio for you. Or start with a portfolio designed around your values with our

Socially Responsible portfolio. We make it easy and safe to customize by helping you see when your choices won’t be in line with your preferred risk level.

Get started

Securities shown are for illustrative purposes only, and are not a recommendation to buy or hold.

Invest for the long term on your terms | Wealthfront (10)

Tax Loss Harvesting benefits will vary. Wealthfront doesn’t provide tax advice.

Invest for the long term on your terms | Wealthfront (11)Wealthfront

now

We saved you $78.11 on your taxes.

Invest for the long term on your terms | Wealthfront (12)Wealthfront

now

We automatically invested your $500 deposit.

Our not-so-secret ingredient? Automation✨

Keep your eyes on the big picture, your other investments, or basically anything besides the busywork. We rebalance your portfolio, automatically diversify deposits, and can help save you taxes, all without you ever lifting a finger.

Get started

Let your taxes pay you for a change.

Tax-Loss Harvesting can find many small wins to boost your after-tax returns.

Our software monitors your investments to automatically trade similar assets that lose value, which can help you lower your tax bill while still keeping your portfolio on track. When you offset your capital gains by claiming many small losses, you can put the savings right back to work in the market. No tractors or shovels required.

Learn more

Invest for the long term on your terms | Wealthfront (13)

Our fee is small,
but we think it’s a really big deal.

0.25%

For just 0.25% a year, Automated Investing Account clients get all the benefits of always-on automation, expert-curated portfolios, and Tax-Loss Harvesting that typically covers our fee more than 11x over.See how much it costs

Investing that accounts for your needs.

Invest for the long term on your terms | Wealthfront (14)

Invest for retirement.

Traditional IRA, Roth IRA, SEP IRA, 401(k) Rollover

Invest for education.

529 Account for college savings

Invest for everything else.

Individual Accounts, Joint Accounts, Trust Accounts

Invest even faster with the Wealthfront Cash Account.

Enjoy a 5.00% APY on all your cash. Pay bills, save for big purchases, or get in the market in minutes. Our technology lets you automate your paycheck and organize cash effortlessly.


Learn more

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Meet our stock investing account

Want a little more control?
Invest in individual stocks.

Fractional shares. No commissions. $1 to get started.
Other investing apps might focus on what’s trending, but our Stock Investing Account lets you skip the endless hours of research, to help you make smarter investing decisions, faster. Browse 45+ pre-built collections and invest in companies you love without the advisory or management fees.

Get startedLearn more about Stock Investing

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You can count on us

$60 Billion managed for clients

0% of your trade data sold

$500,000 protected by SIPC

includes $250,000 cash limit

We’re here if you need us

You can do everything you need right in our app. But sometimes, it’s just easier to talk to a person. That’s why we have a gaggle of certified CPAs, CFAs, and CFPs standing by to answer your questions.

Learn more about our Product Specialists

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Invest a little time in the details.

Still deciding if we’re right for you?
These frequently asked questions may help.

This sounds complicated. I bet this is complicated, right?

What we do is complicated. What you do is really really not. Just answer a few questions, and we’ll build an investment portfolio with your name on it. Then, as soon as your money arrives, we invest it just like we said we would. Bada bing, etc.

What if I don’t like your picks? Can I choose my own investments?

Yup. You can customize your Wealthfront portfolio six ways to Sunday, both when you’re first opening a new account or at any point afterwards.

What if I want to pull my money out?

Well, it’s your money, so you can withdraw it at any time.

I bet this is really expensive.

That’s not a question, but actually no. The weighted average annual expense ratio of the investments of a taxable Wealthfront portfolio is between 0.05–0.29%. Wealthfront also charges a 0.25% annual advisory fee, but for more than 96% of our clients with a recommended portfolio, that’s covered by Tax-Loss Harvesting.

Tax-loss what now?

Tax-Loss Harvesting. It’s a way to take advantage of changes in the market to help reduce your tax bill and give you more money to invest. For most clients, it generates savings worth at least 11 times our advisory fee, which means your tax savings more than pay for our fee.Learn more

I love everything about this. How do I give you my money?

We make it easy! Electronic bank deposit, wire transfer or account transfer from your brokerage to Wealthfront.Learn more

But I’ve already got investments somewhere else.

Again, that’s not a question. But you don’t always need to sell your investments to move them. We make the transfer process free, simple, and tax-efficient.Learn more

How is this different than investing in the S&P 500?

Investing in the S&P means only investing in US equities. Fortunately for us, the world is bigger than that. We use 10 global asset classes to diversify your investment and better weather anything the market throws at you.Learn more

Read more frequently asked questions

Invest for the long term on your terms | Wealthfront (2024)
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