Wealthfront Portfolio Review

Get a free analysis of all of your investment accounts!

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Hi all - we're kicking off 2016 with the launch of our new service, the Wealthfront Portfolio Review. It's free for anyone to link their brokerage account [eg. an existing Schwab or Fidelity investment account] and receive a personalized and comprehensive analysis of their investment portfolio. We even go one step further to help you automatically fix the problems within your account(s) and transfer you into a better investing situation. We'll do this in a way that minimizes any taxes you might owe from moving over your investments. Check it out - we hope you like it!
@wauckward It'd be nice if it started out by saying "Tax-Advantaged accounts aren't supported at this time", rather than me going through the whole process to be told that.
@smcguinness Our investment checkup @personalcapital supports tax-advantaged accounts, and it's also free: https://www.personalcapital.com/...
@wauckward Is there any reason you don't connect with Robinhood?
@averyhaskell most millenials use robinhood and you'll probably want to cater to millenials
Very neat! Does Wealthfront have the right to sell the data transferred from brokerage accounts to third parties?
@thogenhaven we will never sell your data to third parties. It's only used to develop a personalized Wealthfront analysis. We've added a section to our FAQ page specifically for the new service, should you have additional questions. https://pages.wealthfront.com/faq/
Launching in Europe, specifically in the UK?
@earemu no imminent plans to :(
Good to see my alma mater joining @FeeX on the fee-fighting-frontlines Kate @Wauckward