Wealthfront: Save and Invest 2022.09.24.1

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LEGAL
The Tax-Loss Harvesting ("TLH") Tax Benefit of 1.8% was calculated using the TLH yields for our Classic and SRI portfolios as of 12/31/2022. A TLH yield value for each risk score was calculated by averaging the yield for every cohort from 2012 to 2022. The weighted-average yield is 4.87% which is multiplied by an assumed tax rate (combined federal, state, and local) of 37.5%, and rounded down, to arrive at the TLH benefit.

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Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), a member of FINRA/SIPC. Neither Wealthfront Brokerage nor any of its affiliates are a bank, and Cash Account is not a checking or savings account. We convey funds to partner banks who accept and maintain deposits, provide the interest rate, and provide FDIC insurance.

We’ve partnered with Green Dot Bank, Member FDIC, to bring you checking features. Checking features for the Cash Account are subject to identity verification by Green Dot Bank. Green Dot Bank operates under the following registered trade names: GO2bank, GoBank, Green Dot Bank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Wealthfront products and services are not provided by Green Dot Bank. Green Dot is a registered trademark of Green Dot Corporation. ©2021 Green Dot Corporation. All rights reserved.

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