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Effective URL: https://wealthfront-pros.com/
Submission: On May 04 via manual from RO — Scanned from DE
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Cash Bonds Automated Investing Stocks Learn Log in Get started GIVE ALL YOUR MONEY A PLACE TO GROW. Whether you’re saving it, investing it, or just trying to make the most of it, we’ve got a brilliantly easy way to build wealth. Earn an industry-leading 5.00% APY on your cash, earn dividends in our lowest-risk portfolio of bond ETFs, invest for the long-term with award-winning automation, and more. Get started Best Robo-advisor, Portfolio Options, 2023 1Best Robo-advisor, IRA, 2022 1 Best Cash Management Account, 2023 1Best Investing App, 2023 1 Goals$137,672$1.3M net worth at 65TodayAge 80Cash$15,480.45Emergency fund 🚨$15,480.45Wealthfront Cash AccountInvestments$107,392.77Automated BondPortfolio$5,000.00IndividualLong-term investing$66,656.00Wealthfront · Individual Cash 5.00% Emergency fund Wealthfront · Individual $15,480.45 “Now” money Cash Account “Now” money Cash Account “Soon” money Automated Bond Portfolio “Soon” money Automated Bond Portfolio “Later” money Automated Investing Account “Later” money Automated Investing Account “DIY” money Stock Investing Account “DIY” money Stock Investing Account “Now” money Cash Account Short-term Savings MORE INTEREST ON YOUR CASH. EARN 5.00% APY. Earn more on your short-term savings with a high APY delivered through our partner banks. Your cash is easy to access and easy to invest, with no sneaky requirements and no strings attached. No account fees Unlimited transfers & free same-day withdrawals No minimum or maximum balance to earn 5.00% APY Up to $8M FDIC insurance through partner banks Start saving with $1 Learn more ManageCash Accountcurrent APYinterest earnedAvailable balanceDebit cardAccount NumbersSEPTEMBERInterest earned in September+$106.17Monday, Sep 8 · InterestTransfer to invest$100.00Monday, Sep 8 · TransferAUGUSTTransfer to emergency fund$200.00Monday, May 8 · Money inTransfer money 1-3 Year Goals Low Risk AUTOMATED, DIVERSIFIED BOND PORTFOLIO. 5.88% Blended 30-day SEC yield, after advisory fee as of 12/07/2023 Get the benefits of bonds (like earning dividends and tax advantages) without the balancing act of managing locked-in rates or maturity dates. Award-winning automation is the digital cherry on top. Diversified to minimize risk and maximize yield Optimized for tax savings Withdraw with no penalties No lock-up periods or maturity dates Get started Learn more Your tax-optimized portfolio is ready!High tax rate portfolios focus on increasing state tax savings with more treasuries. They include fewer floating rate and corporate bonds since those are taxable.Learn how we tax-optimizeBlended 30-day SEC yieldAs of Dec 7, 2023After feeShort-term treasuriesCorporate bondsFloating rate bondsLong-term treasuriesDisclosures Total return since inception (03/30/2023): 4.55% Long-term Goals Moderate Risk AUTOMATED, DIVERSIFIED INDEX INVESTING. Come bears or bulls, our expert-built portfolios help you stay diversified for your goals. Limit your risk, minimize your taxes, and maximize your returns — all with built-in automated easy-ness. Personalized with up to 17 global asset classes Automated reinvestment and rebalancing Tax-Loss Harvesting can boost your after-tax returns with tax savings Designed to keep the cost of investing low Get started Learn more all timeestimated taxes saved$98,656.001.7% todayUS stocks44% current44% targetForeign developed stocks15% current15% targetEmerging market stocks15% current15% targetDividend growth stocks3M6M1Y3Y5YALL2021 Strategic opportunities Higher risk A SMARTER WAY TO DISCOVER AND BUY STOCKS. We make sense of the market so you can make more strategic stock choices, faster. Browse dozens of themes and opportunities, dive into data and perspectives, and invest with ease. Explore 45+ stock collections Buy and sell with $0 commissions Weigh pros and cons at a glance Get started with just $1 Start investing Learn more Explore Stocks, ETFs, and collections 4 Collections with Apple, Inc. Streaming See what's on. Invest in some of the most popular streaming services and hardware prod... Apple Inc FuboTV Inc Netflix Inc + 23 more Apple suppliers Invest different. Apple and some of the US-listed public companies that supply it. Apple Inc Jabil Inc AMKOR Technology Inc + 23 more Transformative Hardware Tech Exceeding Moore's Law. Leading innovative hardware/production companies using or... Apple Inc NVIDIA Moderna + 23 more Trending Stocks These are the stocks that are most held by people at Wealthfront. See all CHOOSE THE RIGHT LEVEL OF RISK FOR DIFFERENT CHUNKS OF YOUR CHANGE. Cash Account HIGH-YIELD SAVINGS Best for your daily expenses and your emergency fund, until you're ready to invest. Learn more Automated Bond Portfolio BOND ETFS Increase your earning potential on extra cash with low volatility. Ideal when saving for purchases in the next 1–3 years. Learn more Automated Investing Account INDEX INVESTING The time-tested method designed to maximize returns over the long term, while we automatically manage the risk for you. Learn more Stock Investing Account INDIVIDUAL STOCKS At risk of higher volatility, but useful when investing in specific companies you believe in. Learn more DON’T JUST TAKE OUR WORD FOR IT. “ Wealthfront takes the crown for best overall platform on the market 2022 The best way for me to maximize every one of my hard earned dollars. Stanley R Cash Account The single best resource for investing, managing retirement and seeing my entire financial picture. Joshua B Automated Investing Account I LOVE Wealthfront and have moved almost all of my finances there. Daniel C Automated Bond Portfolio Read more reviews READY FOR YOUR MONEY’S NEW HOME? 700K + clients trust us with $50B + of their money 4.8 Apple App Store 2 4.9 Google Play Store 2 Get started YOUR MONEY QUESTIONS, ANSWERED. 5.00% APY? Is this a promotional rate, or some kind of dark magic? What's so great about a high APY anyway? Break it down for me: how should I think about bonds vs. cash? How should I be thinking about short-term cash during inflation? Why should I invest now if I can get 5.00% APY on my FDIC-insured savings? Not a question, but sell me on this “automated diversification” thing. What if I don’t fully trust robots with my investments? INVESTING Automated Investing Stock Investing Explore all investments Retirement College Socially Responsible Pricing Tax-loss Harvesting Historical Performance Whitepapers SAVE Cash ATM Locator BONDS Automated Bond Portfolio BORROW Borrow LEARN Blog Help Center What level of risk suits you best? Home Planning Guide Financial Health Guide Equity and IPO Guide IRA Contributions Calculator ABOUT About Us Newsroom Reviews Careers Legal Sitemap Back to top Review Wealthfront Brokerage LLC with FINRA’s BrokerCheck here. All UI screenshots provided are for illustrative purposes only and any performance figures displayed should not be considered representative of actual performance. 1. Nerdwallet receives cash compensation for referring potential clients to Wealthfront Advisers, LLC (“Wealthfront Advisers”) via advertisements placed on their website. Nerdwallet and Wealthfront Advisers 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 June 2021. Wealthfront provides cash compensation in connection with obtaining this ranking. Bankrate’s endorsements were voluntarily given and neither Wealthfront Advisers or Wealthfront Brokerage has a formal relationship with Bankrate. Bankrate evaluates firms based on many factors including cost factors, account features, and consumer experience aspects, such as mobile apps and customer support. The evaluation process was conducted by Bankrate’s editorial team. Wealthfront pays an annual license fee to use Bankrate’s awards in marketing materials. 2. Apple App Store and Google Play Store ratings based on user ratings from February 2014 (Apple) and December 2015 (Google) through Oct 2023. Ratings compiled by Apple, Inc., and Google, Inc., who receive compensation for hosting our app. Please be aware, Cash Account deposits are held for a period of 2-4 business days before becoming available for transfer. Wealthfront doesn’t charge for transfers, but receiving institutions may impose an RTP fee. Daily transfer limits and third-party participants, including Wells Fargo and the RTP® Network may limit RTP processing times. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Wealthfront Advisers relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security.Additionally, Wealthfront Advisers or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. The effectiveness of the Tax-Loss Harvesting strategy to reduce the tax liability of the client will depend on the client’s entire tax and investment profile, including purchases and dispositions in a client’s (or client’s spouse’s) accounts outside of Wealthfront Advisers and type of investments (e.g., taxable or nontaxable) or holding period (e.g., short- term or long-term).Tax loss harvesting may generate a higher number of trades due to attempts to capture losses. There is a chance that trading attributed to tax loss harvesting may create capital gains and wash sales and could be subject to higher transaction costs and market impacts. In addition, tax loss harvesting strategies may produce losses, which may not be offset by sufficient gains in the account and may be limited to a $3,000 deduction against income. The utilization of losses harvested through the strategy will depend upon the recognition of capital gains in the same or a future tax period, and in addition may be subject to limitations under applicable tax laws, e.g., if there are insufficient realized gains in the tax period, the use of harvested losses may be limited to a $3,000 deduction against income and distributions. Losses harvested through the strategy that are not utilized in the tax period when recognized (e.g., because of insufficient capital gains and/or significant capital loss carryforwards), generally may be carried forward to offset future capital gains, if any. The cash balance in the Cash Account is swept to one or more banks (the “program banks”) where it earns a variable rate of interest and is eligible for FDIC insurance. FDIC insurance is not provided until the funds arrive at the program banks. FDIC insurance coverage is limited to $250,000 per qualified customer account per banking institution. Wealthfront uses more than one program bank to ensure FDIC coverage of up to $8 million for your cash deposits. For more information on FDIC insurance coverage, please visit www.FDIC.gov. Customers are responsible for monitoring their total assets at each of the program banks to determine the extent of available FDIC insurance coverage in accordance with FDIC rules. The deposits at program banks are not covered by SIPC. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please see our Full Disclosure for important details. 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. 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 Software”). The Stock Investing Account is a limited-discretion investment product offered by Wealthfront Advisers LLC. Wealthfront Advisers, Wealthfront Brokerage and Wealthfront Software are wholly owned subsidiaries of Wealthfront Corporation. © 2024 Wealthfront Corporation. All rights reserved.