{"id":13992,"date":"2021-04-28T07:59:10","date_gmt":"2021-04-28T14:59:10","guid":{"rendered":"https:\/\/canary.kcprod.info/blog\/?p=13992"},"modified":"2025-01-29T12:59:51","modified_gmt":"2025-01-29T20:59:51","slug":"you-can-now-use-wealthfront-to-build-and-automate-your-own-portfolio","status":"publish","type":"post","link":"https:\/\/canary.kcprod.info/blog\/you-can-now-use-wealthfront-to-build-and-automate-your-own-portfolio\/","title":{"rendered":"You Can Now Use Wealthfront to Build and Automate Your Own Portfolio"},"content":{"rendered":"\n<p>Maybe you\u2019re bullish on TSLA, but you still want to invest in index funds. Maybe you\u2019re passionate about building a better future, and you want an entire portfolio of socially responsible investments. Maybe you like Wealthfront\u2019s recommended portfolios, but there\u2019s one asset class you\u2019d like to tweak. Investing is personal, and your preferences matter. We want to empower you to build a portfolio you believe in and help you grow your long-term wealth responsibly. <strong>That\u2019s why we\u2019re thrilled to announce that you can now build and automate your own portfolio with Wealthfront.<\/strong><\/p>\n\n\n\n<p>Whether you use our recommended portfolios, adjust our recommendations, start from scratch, or bring your portfolio over from your brokerage firm, you can now build your ideal portfolio and let us automate it. You can also build a portfolio that exclusively holds our highly acclaimed <a href=\"https:\/\/support.wealthfront.com\/hc\/en-us\/articles\/211005023-What-is-Tax-Optimized-Direct-Indexing-\">US Direct Indexing<\/a> product. <\/p>\n\n\n\n<p>Once you set up your portfolio, we\u2019ll automate it so it works even harder. Wealthfront offers industry-leading automation features like Tax-Loss Harvesting (which typically generates enough tax savings to more than cover our advisory fee), intelligent dividend reinvestment, and tax-sensitive rebalancing. These features give your portfolio an edge and maximize your after-tax returns with no extra effort on your part and at no additional cost.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Choose from our carefully vetted ETFs<\/h2>\n\n\n\n<p>Anyone can customize a Wealthfront Investment Account or IRA with just a few taps. We give you access to popular ETFs (all vetted by our investment team) that make it easy to build a portfolio you\u2019re excited about. Now, you can build a diversified socially responsible portfolio using <a href=\"https:\/\/canary.kcprod.info/blog\/build-your-socially-responsible-wealthfront-portfolio\/\">our selection of SRI ETFs<\/a>, and we\u2019ll conduct Tax-Loss Harvesting when there\u2019s a suitable SRI alternate. If you\u2019re optimistic about tech, you can add a technology sector ETF like QQQ to your portfolio. Or maybe you just want to buy Cathie Wood\u2019s award-winning ETF ARKK or open a second account to try out a new strategy.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"736\" height=\"530\" src=\"https:\/\/canary.kcprod.info/blog\/wp-content\/uploads\/2021\/04\/041621-Custom-Portfolios-productshot-1-736x530.png\" alt=\"\" class=\"wp-image-13993\" srcset=\"https:\/\/canary.kcprod.info/blog\/wp-content\/uploads\/2021\/04\/041621-Custom-Portfolios-productshot-1-736x530.png 736w, https:\/\/canary.kcprod.info/blog\/wp-content\/uploads\/2021\/04\/041621-Custom-Portfolios-productshot-1-640x461.png 640w, https:\/\/canary.kcprod.info/blog\/wp-content\/uploads\/2021\/04\/041621-Custom-Portfolios-productshot-1-768x553.png 768w, https:\/\/canary.kcprod.info/blog\/wp-content\/uploads\/2021\/04\/041621-Custom-Portfolios-productshot-1-1536x1106.png 1536w, https:\/\/canary.kcprod.info/blog\/wp-content\/uploads\/2021\/04\/041621-Custom-Portfolios-productshot-1-2048x1475.png 2048w\" sizes=\"auto, (max-width: 736px) 100vw, 736px\" \/><\/figure>\n\n\n\n<p>We also make it easy to transfer investments from another brokerage firm \u2013 you can move over any ETFs we support and let us manage them for you. That means we\u2019ll automatically reinvest your dividends, rebalance your portfolio and apply Tax-Loss Harvesting when appropriate.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Your ideal portfolio, automated<\/h2>\n\n\n\n<p>Wealthfront\u2019s automation saves you time and effort starting from the moment you fund your account. You can skip the manual trades because we\u2019ll automatically handle all of the buying and selling for you, and we\u2019ll maintain your allocation over time.&nbsp;<\/p>\n\n\n\n<p>Our automation helps keep your tax bill low, too. Wealthfront\u2019s Tax-Loss Harvesting takes advantage of daily market volatility so you can keep more of what you earn. You\u2019ll also get intelligent dividend reinvestment, <a href=\"https:\/\/support.wealthfront.com\/hc\/en-us\/articles\/211007423-How-does-Wealthfront-choose-which-investments-to-sell-when-I-withdraw-\">tax-minimized withdrawals<\/a>, and <a href=\"https:\/\/canary.kcprod.info/blog\/wealthfronts-portfolio-rebalancing-just-got-even-better\/\">tax-sensitive rebalancing<\/a> all at no additional cost. Wealthfront portfolios have a major advantage over those offered by other robo-advisors and traditional brokerages because Wealthfront&#8217;s industry-leading automation works to maximize your after-tax returns. By using software, we can keep our costs low enough to make money <em>with<\/em> you, not from you.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">A platform designed to offer you more<\/h2>\n\n\n\n<p>We\u2019ve created a platform that empowers you to make your own investing decisions so you can grow your long-term wealth effortlessly. In the future, we plan to offer even more options including cryptocurrency, individual stocks, and hundreds more ETFs to choose from. Wealthfront will be the one platform you need to manage all of your investments, and because our <a href=\"https:\/\/canary.kcprod.info/blog\/how-wealthfronts-tlh-pays-for-itself\/\">Tax-Loss Harvesting more than covers our advisory fee<\/a> for most clients,&nbsp; there will be no reason to deal with the hassle of managing your own portfolio anymore.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>At Wealthfront, our mission is to build a <a href=\"https:\/\/canary.kcprod.info/blog\/wealthfronts-new-mission\/\">new financial system that favors people, not institutions<\/a>. That means putting your interests ahead of ours in all that we do. You can count on us to keep working tirelessly to deliver innovative new products and services that help make you financially successful. We will continue to give you expert guidance \u2013 we\u2019ll recommend portfolios, offer time-tested strategies rooted in academic research, and provide information at every turn \u2013 but at the end of the day, you call the shots. We\u2019re here to support you as you build a secure and rewarding financial future on your own terms.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maybe you\u2019re bullish on TSLA, but you still want to invest in index funds. Maybe you\u2019re passionate about building a better future, and you want an entire portfolio of socially responsible investments. Maybe you like Wealthfront\u2019s recommended portfolios, but there\u2019s one asset class you\u2019d like to tweak. Investing is personal, and your preferences matter. We [&hellip;]<\/p>\n","protected":false},"author":129,"featured_media":13995,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1360],"tags":[1298,1632],"coauthors":[82],"class_list":["post-13992","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-news","tag-etfs","tag-sri"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>You Can Now Build &amp; Automate Your Own Wealthfront Portfolio<\/title>\n<meta name=\"description\" content=\"We\u2019re thrilled to announce that you can now build your own Wealthfront portfolio. 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