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Wealthfront Opens Its Investment Platform To Enable More Investment Choices For Clients

Wealthfront Opens Its Investment Platform To Enable More Investment Choices For Clients
The company will enable clients to build their own portfolios and edit existing portfolios and is also exploring adding crypto options as well
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PALO ALTO, Calif., April 28, 2021 /PRNewswire/ Today, Wealthfront announced new features for its investment portfolios that will enable clients to invest in a wider range of carefully vetted ETFs and Socially Responsible Investing (SRI) options. The company is also exploring options to enable clients to add crypto to their Wealthfront portfolio. The expanded portfolio features further enhance Wealthfront s investment portfolios, which will continue to allow clients to add the magic of Wealthfront s automated investment services, like rebalancing and tax-loss harvesting, as well as access to the company s fiduciary advice and financial planning tools at no additional cost. ....

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Wealthfront Speeds Up Money Movement from the Wealthfront Cash Account

Wealthfront Speeds Up Money Movement from the Wealthfront Cash Account
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Wealthfront Adds Additional Automation to Make Money Movement Effortless

Wealthfront Adds Additional Automation to Make Money Movement Effortless
Clients can now offload even more of their savings strategy and have Wealthfront do the work of moving money between accounts.
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PALO ALTO, Calif., Feb. 4, 2021 /PRNewswire/ Today, Wealthfront announced that clients can now use the service to monitor for and automatically transfer excess cash to a Wealthfront Roth IRA, Traditional IRA or a 529 College Savings Account. Previously, Wealthfront monitored for excess cash and automatically transferred the balance to either a Wealthfront Taxable Investment Account or a Wealthfront Cash Account, and the company has quickly expanded its service to include more account options. ....

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