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Wealthfront Portfolio Review — Get a free analysis of all of your investment accounts!
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Thomas Høgenhaven
Very neat! Does Wealthfront have the right to sell the data transferred from brokerage accounts to third parties?
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@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/
You can read about it on Wired: You Can Ask A Robot To Review Your Investment Portfolio h/t @julia_greenberg
@alexbarneshere our investment checkup @personalcapital supports multiple accounts, and it's free: https://www.personalcapital.com/...
@alexbarneshere we support all of the largest brokerages so you can get an analysis of each. You can analyze one brokerage at a time and connect multiple accounts from the same brokerage.
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/...
Good to see my alma mater joining @FeeX on the fee-fighting-frontlines Kate @Wauckward