-Added future one-time expenses for Path
-Open additional Taxable/IRA/Cash accounts on mobile app
- 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
Our all-in-one solution gives you the financial expertise you need, right in your pocket. No spreadsheets, no annoying sales calls, no judgment.
Free financial planning made easy
Built by our team of PhDs, our all-in-one planning experience helps you explore future goals like homeownership, early retirement, time off for travel, and covering college costs. We’ll show you the tradeoffs of your decisions and provide actionable advice.
Invest while keeping fees and taxes low
Through our software-only approach, we invest your money in a globally diversified portfolio of low-cost index funds, and our tax-loss harvesting strategies help lower the taxes you pay.
Borrow with ease
Secured by your investments, Portfolio Line of Credit helps you access cash without selling your investments. It takes one tap to request cash, and you can access the money you need in as quickly as 1 business day.
Wealthfront Software LLC (“Wealthfront”) offers a software-based financial advice engine that delivers financial planning tools to help users achieve better outcomes. All information provided by Wealthfront’s financial planning tool is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided by the financial tool. Investment advisory services are offered by Wealthfront Advisors LLC (“Wealthfront Advisers”, the successor investment adviser to Wealthfront Inc.), an SEC-registered investment adviser, and brokerage products and services, including the Portfolio Line of Credit, are offered by Wealthfront Brokerage LLC (formerly known as Wealthfront Brokerage Corporation), member FINRA / SIPC. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any security. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Margin lending can add to these risks, and investors should carefully review those risks as part of their overall financial strategy. Diversification strategies do not guarantee a profit or protect against loss in declining markets. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more information please visit www.wealthfront.com. Wealthfront, Wealthfront Advisers and Wealthfront Brokerage LLC are wholly owned subsidiaries of Wealthfront Corporation.
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