Wealthfront

Meet Wealthfront

Wealthfront combines cash management with managed and self-directed investment accounts. Its automated investing service builds portfolios around a user's goals and risk profile, while stock and ETF accounts let users make their own selections. Account choices cover purposes such as taxable investing, retirement, and education savings.

Other offerings include direct indexing, bond strategies, and borrowing for eligible customers. Cash-account money is placed through program banks, and investment accounts hold securities under different terms. A person can choose which investment work to delegate and which to handle directly, with the selected accounts determining how cash, investments, and borrowing are managed.