What's new in Wealthfront: Save and Invest 2023.04.18.3
From version 2022.08.27.0:
To improve your financial experience, we update the app every week. We also ship major features every few months so be sure to keep your app updated!
About Wealthfront: Save and Invest 2023.04.18.3
EARN 4.30% APY ON YOUR CASH
Earn 11x the national average interest rate and skip the account fees with our Cash Account. Make unlimited fee-free transfers and get up to $3M FDIC insurance through partner banks. It’s easy to spend, save, and organize your cash, all in one account.
AUTOMATE YOUR INVESTMENTS
Hands-off investing made easy. Start by answering a few questions, and we’ll recommend a globally-diversified portfolio of automated index funds that’s personalized for you. We’ll handle the trades, reinvest your dividends, and help to lower your taxes with Tax-Loss Harvesting.
INVEST IN STOCKS WITH ZERO COMMISSIONS
Skip countless hours of research and get the due diligence done for you with our Stock Investing Account. We make it easier to explore investing themes and opportunities to help you find more companies that aren’t on your radar (yet!). It’s your shortcut to smarter stock investing — with zero commissions and no management fees.
SAVE ON TAXES WITH TAX-LOSS HARVESTING
Our software can help you lower your overall tax bill by making automatic trades that turn investment losses into tax wins. On average, Tax-Loss Harvesting has given our clients enough savings to cover the cost of our management fee more than 11 times over.*
BUILD YOUR WEALTH IN ONE PLACE
Get a big-picture view of your finances and make sure you’re on track now and into retirement. Say goodbye to multiple apps and forgotten passwords, and take the guesswork out of building wealth.
Disclosures
Product interface images shown above are for illustrative purposes only and the securities displayed are not intended as an endorsement or recommendation. Any performance figures displayed should not be considered representative of actual performance.
The national average interest rate is based on FDIC.gov, as of March 24, 2023.
*For assumptions, visit wealthfront.com/investing.
Nerdwallet receives cash compensation for referring potential clients to Wealthfront Advisers, LLC (“WFA”) via advertisements placed on their respective websites. Nerdwallet and WFA are not associated with one another and have no formal relationship outside of this arrangement. Nerdwallet’s opinions are their own. Their ratings are determined by their editorial team. The scoring formula for online brokers and robo-advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. Nerdwallet ranking as of January 2023. Wealthfront provides cash compensation in connection with obtaining this ranking. © 2017-2023 and TM, NerdWallet, Inc. All Rights Reserved.
Bankrate receives cash compensation from Wealthfront Advisers (WFA) for advertising materials which creates a conflict of interest. Bankrate is not a client and this is a paid endorsement. Bankrate and WFA are not associated and have no formal relationship outside of this arrangement.
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. Rate is subject to change. Investment management and advisory services--which are not FDIC insured--are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser, and financial planning tools are provided by Wealthfront Software LLC (“Wealthfront”). The Stock Investing Account is a limited-discretion investment product offered by Wealthfront Advisers.
For informational purposes only. Not intended as investment or tax advice. Nothing in this communication should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security.
Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
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