Wealthfront 2024.4.19 for iPhone

Upgrade your banking
With a Wealthfront Cash Account, you earn 0.35% APY on your everyday cash and enjoy checking features. With the Cash Account you can
- Get paid up to two days earlier with direct deposit
- Use your account and routing numbers to pay your credit card, rent, or mortgage bills
- Access 19,000 free ATMs with our debit card
All while enjoying $1 million FDIC insurance through our partner banks, no account fees, and unlimited free transfers.

Automate your Investments at a low cost
Put your long-term savings to work. Through our software-only approach, we invest your money in a globally diversified portfolio of low-cost index funds, and our tax-loss harvesting strategies help lower the taxes you pay.

Keep a single view for your finances
We've made planning easy and free. Link your financial accounts once, and we'll calculate your current net worth and project what you'll have in the future, making updates automatically as your finances change.

Borrow quickly & easily at a low rate
Portfolio Line of Credit is the fast, easy and convenient way to access cash. No application, no credit check, and you get the cash you need without selling investments and disrupting your strategy.

Limits, fees, and exclusions apply. Checking features are subject to Green Dot Bank's application and approval. Debit Card is optional and must be requested. Please see the Deposit Account Agreement for details.

Cash Account is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), a member of FINRA/SIPC. Neither Wealthfront Brokerage nor any of its affiliates are a bank, and Cash Account is not a checking or savings account. We convey funds to institutions accepting and maintaining deposits. Investment management and advisory services are provided by Wealthfront Advisers LLC ("Wealthfront Advisers"), an SEC registered investment adviser, and financial planning tools are provided by Wealthfront Software LLC ("Wealthfront").

The cash balance in the Cash Account is swept to one or more banks (the "program banks") where it earns a variable rate of interest and is eligible for FDIC insurance. FDIC insurance is not provided until the funds arrive at the program banks. FDIC insurance coverage is limited to $250,000 per qualified customer account per banking institution. Wealthfront uses more than one program bank to ensure FDIC coverage of up to $1 million for your cash deposits. For more information on FDIC insurance coverage, please visit www.FDIC.gov. Customers are responsible for monitoring their total assets at each of the program banks to determine the extent of available FDIC insurance coverage in accordance with FDIC rules. The deposits at program banks are not covered by SIPC.

The APY may change at any time, before or after the Cash Account is opened. The APY for the Wealthfront Cash Account represents the weighted average of the APY on the aggregate deposit balances of all clients at the program banks. Deposit balances are not allocated equally among the participating program banks.

Portfolio Line of Credit is a margin lending product offered exclusively to clients of Wealthfront Advisers by Wealthfront Brokerage LLC. You should consider the risks and benefits specific to margin when evaluating your options. Learn more about these risks in the Margin Handbook.

Nothing in this communication should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Advisers or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

© 2020 Wealthfront Corporation. All rights reserved.