- Minor changes
- Path: plan time off to travel
- Path: plan for retirement
- Path: plan to buy a home
- View dividends and tax losses harvested
- Edit manual assets and liabilities
- Account transfer: transfer an investment account
- Lock app with pin or fingerprint
- Borrow with Portfolio Line of Credit
- Shake to Share
- Invite friends to get money managed for free
Financial planning and investing with Wealthfront couldn’t be easier: we do it for you, without the high fees. That’s because we use technology to deliver the most comprehensive automated planning solution, powered by sophisticated, time-tested investment strategies developed by our world-class research team.
We think you deserve a better way to experience financial planning. So we developed Path, the most comprehensive automated financial planning and investing solution, to serve as your personal roadmap to financial freedom. You can set up Path in minutes and start building towards your future, understanding instantly how much you should save now for the lifestyle you want down the road. And if you have kids, Path helps you start planning for college today so you can begin saving for those high costs right away.
Get an edge with PassivePlus®
We believe in passive investing, which means maintaining a diversified portfolio of index funds and having the patience to stay the course. But we also believe everyone deserves access to sophisticated financial features. So we developed PassivePlus, which is our signature suite of investment features designed to give you more returns without more risk, with no additional fees. That’s right - the net benefit goes right back to you.
PassivePlus is powered by three unique, time-tested features:
1. Tax Loss Harvesting: Takes advantage of movements in the market to capture investment losses, which can then be used to lower your tax bill.
2. Stock-level Tax-Loss Harvesting: An enhanced form of Tax-Loss Harvesting that looks for movements in individual stocks to harvest more tax losses and lower your tax bill even more.
3. Smart Beta: Improving on what’s commonly called Smart Beta, this strategy increases your returns by weighting securities in your portfolio more intelligently using a range of factors.
The sooner you start, the closer you’ll be to reaching your goals. So download the app today -- we can’t wait to get to know you!
Wealthfront Inc. is an SEC registered investment adviser. For more information please visit www.wealthfront.com. This description was prepared to support the promotion of Wealthfront's investment services and products, and should not be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront clients.
PassivePlus® is a registered trademark and property of CSSC Investment Advisory Services, Inc. (“CSSC”) and is used under license. CSSC and Wealthfront are not affiliated companies.
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