Wealthfront
Automated investing and cash management platform offering diversified portfolios and personalized financial planning.
Overview
Wealthfront provides automated investing accounts consisting of diversified index funds designed for long-term growth and personalized to individual investors. It offers features such as automated portfolio management, tax-loss harvesting, and goal-based investing strategies.
The platform also includes cash management accounts with competitive APYs, zero account fees, and FDIC insurance through program banks. Wealthfront supports various managed accounts including retirement and education savings plans, as well as self-directed stock and ETF investing with zero commissions.
Wealthfront's services are built on automation and best practices to help clients build long-term wealth with minimal manual intervention. The platform is accessible via web and mobile applications and supports direct deposit and investment rewards to increase yields.
Key Features
- + Automated portfolio management with diversified index funds
- + Tax-loss harvesting
- + Goal-based investing accounts
- + Cash management accounts with high APY and FDIC insurance
- + Zero commission stock and ETF trading
- + Direct indexing and bond investing strategies
- + Retirement and 529 education savings plans
- + Mobile and web access with 24/7 instant withdrawals