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Description

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.

iOS Store Category:

Primary: Finance

Secondary: Business

App Store

Privacy Policy

Total Ratings

12K
5
11K
4
810
3
120
2
69
1
210

Screenshots

Wealthfront: Earn More screenshot 1Wealthfront: Earn More screenshot 2Wealthfront: Earn More screenshot 3Wealthfront: Earn More screenshot 4Wealthfront: Earn More screenshot 5Wealthfront: Earn More screenshot 6Wealthfront: Earn More screenshot 7Wealthfront: Earn More screenshot 8Wealthfront: Earn More screenshot 9Wealthfront: Earn More screenshot 10

Version History

Launched Feb 25, 2014 (over 6 years ago).

Releasing new versions every 9 days, on average.

Nov 16
2020
(Current)
Version 2020.11.16

Bug fixes and performance improvements.

Nov 07
2020
Version 2020.11.7

Bug fixes and performance improvements.

Oct 31
2020
Version 2020.10.30

Bug fixes and performance improvements.

Oct 29
2020
Version 2020.10.28

Bug fixes and performance improvements.

Oct 24
2020
Version 2020.10.23

Bug fixes and performance improvements.

Oct 20
2020
Version 2020.10.19

Bug fixes and performance improvements.

Oct 20
2020
Version 2020.10.16

Bug fixes and performance improvements.

Oct 12
2020
Version 2020.10.11

Bug fixes and performance improvements.

Oct 06
2020
Version 2020.10.2

Bug fixes and performance improvements.

Sep 28
2020
Version 2020.9.27

Bug fixes and performance improvements.

Sep 21
2020
Version 2020.9.18

Bug fixes and performance improvements.

Sep 17
2020
Version 2020.9.16

Bug fixes and performance improvements.

Sep 14
2020
Version 2020.9.12

Bug fixes and performance improvements.

Sep 09
2020
Version 2020.9.8

Bug fixes and performance improvements.

Sep 08
2020
Version 2020.9.4

Bug fixes and performance improvements.

Sep 03
2020
Version 2020.9.2

Bug fixes and performance improvements.

Sep 02
2020
Version 2020.8.31

Bug fixes and performance improvements.

Aug 31
2020
Version 2020.8.29

Bug fixes and performance improvements.

Aug 24
2020
Version 2020.8.21

Bug fixes and performance improvements.

Aug 17
2020
Version 2020.8.16

Bug fixes and performance improvements.

Aug 16
2020
Version 2020.8.14

Bug fixes and performance improvements.

Aug 10
2020
Version 2020.8.7

Bug fixes and performance improvements.

Aug 03
2020
Version 2020.8.2

Bug fixes and performance improvements.

Jul 30
2020
Version 2020.7.29

Bug fixes and performance improvements.

Jul 27
2020
Version 2020.7.24

Bug fixes and performance improvements.

Jul 20
2020
Version 2020.7.17

Bug fixes and performance improvements.

Jul 15
2020
Version 2020.7.14

Bug fixes and performance improvements.

Jul 13
2020
Version 2020.7.10

Bug fixes and performance improvements.

Jul 07
2020
Version 2020.7.6

Bug fixes and performance improvements.

Jun 29
2020
Version 2020.6.27

Bug fixes and performance improvements.

Jun 24
2020
Version 2020.6.23

Bug fixes and performance improvements.

Jun 16
2020
Version 2020.6.12

Bug fixes and performance improvements.

Jun 08
2020
Version 2020.6.5

Bug fixes and performance improvements.

Jun 01
2020
Version 2020.5.29

Bug fixes and performance improvements.

May 26
2020
Version 2020.5.22

Bug fixes and performance improvements.

May 18
2020
Version 2020.5.15

Bug fixes and performance improvements.

May 12
2020
Version 2020.5.8

Bug fixes and performance improvements.

May 04
2020
Version 2020.5.1

Bug fixes and performance improvements.

Apr 27
2020
Version 2020.4.24

Bug fixes and performance improvements.

Apr 21
2020
Version 2020.4.20

Bug fixes and performance improvements.

Apr 20
2020
Version 2020.4.17

Bug fixes and performance improvements.

Apr 15
2020
Version 2020.4.14

Bug fixes and performance improvements.

Apr 06
2020
Version 2020.4.3

Bug fixes and performance improvements.

Mar 30
2020
Version 2020.3.28

Bug fixes and performance improvements.

Mar 24
2020
Version 2020.3.23

Bug fixes and performance improvements.

Mar 23
2020
Version 2020.3.20

Bug fixes and performance improvements.

Mar 16
2020
Version 2020.3.13

Bug fixes and performance improvements.

Mar 09
2020
Version 2020.3.6

Bug fixes and performance improvements.

Mar 02
2020
Version 2020.2.28

Bug fixes and performance improvements.

Feb 24
2020
Version 2020.2.21

Bug fixes and performance improvements.

Feb 19
2020
Version 2020.2.18

Bug fixes and performance improvements.

Feb 18
2020
Version 2020.2.14

Bug fixes and performance improvements.

Feb 10
2020
Version 2020.02.07

Bug fixes and performance improvements.

Feb 03
2020
Version 2020.02.01

Bug fixes and performance improvements.

Jan 27
2020
Version 2020.01.24

Bug fixes and performance improvements.

Jan 21
2020
Version 2020.01.18

Bug fixes and performance improvements.

Jan 13
2020
Version 2020.01.10

Bug fixes and performance improvements.

Jan 02
2020
Version 2019.12.19

Bug fixes and performance improvements.

Dec 18
2019
Version 2019.12.17

Bug fixes and performance improvements.

Dec 17
2019
Version 2019.12.16

Bug fixes and performance improvements.

Dec 09
2019
Version 2019.12.07

Bug fixes and performance improvements.

Dec 06
2019
Version 2019.12.05

Bug fixes and performance improvements.

Nov 27
2019
Version 2019.11.25

Bug fixes and performance improvements.

Nov 25
2019
Version 2019.11.23

Bug fixes and performance improvements.

Nov 18
2019
Version 2019.11.15

We update the app weekly to improve performance and squash bugs.

Nov 11
2019
Version 2019.11.08

Performance improvements and bug fixes.

Nov 04
2019
Version 2019.11.02

We update the app weekly to improve performance and squash bugs.

Nov 01
2019
Version 2019.10.30

We update the app weekly to improve performance and squash bugs.

Oct 29
2019
Version 2019.10.28

We update the app weekly to improve performance and squash bugs.

Oct 28
2019
Version 2019.10.27

We update the app weekly to improve performance and squash bugs.

Oct 16
2019
Version 2019.10.15

We update the app weekly to improve performance and squash bugs.

Oct 05
2019
Version 2019.10.04

We update the app weekly to improve performance and squash bugs.

Sep 29
2019
Version 2019.09.27

We update the app weekly to improve performance and squash bugs.

Sep 23
2019
Version 2019.09.22

We update the app weekly to improve performance and squash bugs.

Sep 20
2019
Version 2019.09.19

We update the app weekly to improve performance and squash bugs.

Sep 16
2019
Version 2019.09.14

We update the app weekly to improve performance and squash bugs.

Sep 09
2019
Version 2019.09.07

We update the app weekly to improve performance and squash bugs.

Sep 03
2019
Version 2019.08.31

We update the app weekly to improve performance and squash bugs.

Aug 27
2019
Version 2019.08.26

We update the app weekly to improve performance and squash bugs.

Aug 19
2019
Version 2019.08.16

We update the app weekly to improve performance and squash bugs.

Aug 13
2019
Version 2019.08.09

We update the app weekly to improve performance and squash bugs.

Aug 05
2019
Version 2019.08.02

We update the app weekly to improve performance and squash bugs.

Jul 31
2019
Version 2019.07.29

Bug fixes and performance improvements.

Jul 29
2019
Version 2019.07.26

We update the app weekly to improve performance and squash bugs.

Jul 24
2019
Version 2019.07.19

We update the app weekly to improve performance and squash bugs.

Jul 16
2019
Version 2019.07.15

We update the app weekly to improve performance and squash bugs.

Jul 11
2019
Version 2019.07.10

This update fixes a bug that prevented a client from opening an add-on Traditional IRA.

Jul 08
2019
Version 2019.07.05

We update the app weekly to improve performance and squash bugs.

Jul 01
2019
Version 2019.06.28

We update the app weekly to improve performance and squash bugs.

Jun 24
2019
Version 2019.06.21

We update the app weekly to improve performance and squash bugs.

Jun 19
2019
Version 2019.06.19

We update the app weekly to improve performance and squash bugs.

Jun 18
2019
Version 2019.06.18

We update the app weekly to improve performance and squash bugs.

Jun 17
2019
Version 2019.06.15

We update the app weekly to improve performance and squash bugs.

Jun 10
2019
Version 2019.06.07

Bug fixes and performance improvements.

Jun 04
2019
Version 2019.05.31

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

May 27
2019
Version 2019.05.24

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

May 24
2019
Version 2019.05.23

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

May 20
2019
Version 2019.05.17

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

May 14
2019
Version 2019.05.10

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

May 06
2019
Version 2019.05.03

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Apr 29
2019
Version 2019.04.26

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Apr 25
2019
Version 2019.04.24

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Apr 23
2019
Version 2019.04.22

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Apr 22
2019
Version 2019.04.19

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Apr 15
2019
Version 2019.04.12

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Apr 09
2019
Version 2019.04.08

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Apr 01
2019
Version 2019.03.30

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Mar 25
2019
Version 2019.03.22

We update the app every week to make sure it's in tip-top shape for you. That can mean improving performance, squashing bugs, iterating on your favorite Wealthfront services, or launching brand new products and services (though when that happens these notes are a lot more exciting).

Mar 20
2019
Version 2019.03.20

This update fixes a bug that would prevent some Wealthfront clients from withdrawing from their accounts.

Mar 18
2019
Version 2019.03.15

Bug fixes and performance improvements.

Mar 11
2019
Version 2019.03.08

Wealthfront clients can now open additional accounts within the app.

This update also fixes a bug where the app would become unresponsive when the "See recommendations" widget is tapped.

Mar 04
2019
Version 2019.03.01

We update the app every week to make sure it's in tip-top shape for you. Over the coming weeks, we'll be rolling out a new goal to help you plan for future expenses!

Feb 25
2019
Version 2019.02.23

We'll be rolling out a new goal to help you plan for future expenses over the coming weeks!

Feb 19
2019
Version 2019.02.15

Bug fixes and performance improvements.

Feb 13
2019
Version 2019.02.12

Bug fixes and performance improvements.

Feb 11
2019
Version 2019.02.08

Bug fixes and performance improvements.

Feb 04
2019
Version 2019.01.31

Bug fixes and performance improvements.

Jan 20
2019
Version 2019.01.19

Bug fixes and performance improvements.

Jan 04
2019
Version 2019.01.03

Fixed a bug that is preventing clients from making an IRA contribution to the previous year

Jan 02
2019
Version 2018.12.21

There is financial planning fear,
amidst this holiday cheer,
we just released,
a Christmas feast,
Wealthfront For All is here.

Dec 17
2018
Version 2018.12.14

There is financial planning fear,
amidst this holiday cheer,
we just released,
a Christmas feast,
Wealthfront For All is here.

Dec 05
2018
Version 2018.12.04

There is financial planning fear,
amidst this holiday cheer,
we just released,
a Christmas feast,
Wealthfront For All is here.

Dec 04
2018
Version 2018.11.30

There is financial planning fear,
amidst this holiday cheer,
we just released,
a Christmas feast,
Wealthfront For All is here.

Nov 21
2018
Version 2018.11.20

Bug fixes and performance improvements.

Nov 12
2018
Version 2018.11.10

Bug fixes and performance improvements.

Nov 09
2018
Version 2018.11.09

Bug fixes and performance improvements.

Nov 04
2018
Version 2018.11.02

Bug fixes and performance improvements.

Oct 30
2018
Version 2018.10.29

Bug fixes and performance improvements.

Oct 25
2018
Version 2018.10.24

Bug fixes and performance improvements.

Oct 22
2018
Version 2018.10.19

Performance improvements and bug fixes.

Oct 15
2018
Version 2018.10.12

Performance improvements and bug fixes.

Oct 04
2018
Version 2018.10.03

Bug fix

Sep 14
2018
Version 2018.09.13

Bug fixes and performance improvements

Aug 27
2018
Version 2018.08.24

Bug fixes and performance improvements.

Aug 24
2018
Version 2018.08.22

Bug fixes and performance improvements.

Aug 10
2018
Version 2018.08.09

Performance improvements and bug fixes

Jul 31
2018
Version 2018.07.30

Bug fixes and performance improvements.

Jul 26
2018
Version 2018.07.25

Rebuilding anew
The just Jedi order
Failed from betrayal
Of a weary Skywalker.

A trip far far away,
A much needed vacation,
Would help Luke recoup,
and heal his frustration.

But is losing his income,
And roughing the land
Financially viable?
How might he plan?

Luke can now add travel to his Path!

He can model his exile,
Play with duration,
Reconsider his budget,
Yet root for Rogue Nation.

Jul 21
2018
Version 2018.07.20

Rebuilding anew
The just Jedi order
Failed from betrayal
Of a weary Skywalker.

A trip far far away,
A much needed vacation,
Would help Luke recoup,
and heal his frustration.

But is losing his income,
And roughing the land
Financially viable?
How might he plan?

Luke can now add travel to his Path!

He can model his exile,
Play with duration,
Reconsider his budget,
Yet root for Rogue Nation.

Jul 19
2018
Version 2018.07.19

Bug fixes and performances improvements.

Jul 10
2018
Version 2018.07.09

Bug fixes and performance improvements.

Jun 16
2018
Version 2018.06.15

Bug fix

Jun 13
2018
Version 2018.06.12

Better deposit messaging, bug fixes and performance improvements.

Apr 30
2018
Version 2018.04.27

Improvements to home and college planning.

Apr 23
2018
Version 2018.04.20

Bug fixes and performance improvements.

Apr 19
2018
Version 2018.04.18

Bug fixes and performance improvements.

Apr 05
2018
Version 2018.04.03

Bug fixes and performance improvements.

Mar 26
2018
Version 2018.03.23

Bug fixes and performance improvements.

Mar 19
2018
Version 2018.03.16

Bug fixes and performance improvements.

Mar 13
2018
Version 2018.03.12

Bug fixes and performance improvements.

Mar 01
2018
Version 2018.02.28

Bug fixes and performance improvements.

Feb 11
2018
Version 2018.02.10

Tree-homes of Mirkwood
boast peace and quiet up high.
Rivendell villas
have great schooling nearby.

Humble barns of Rohan,
though a downsize from Bag End,
are less swanky than Gondor,
leaving more gold to spend.

Where can one settle,
to raise a family and write?
Should they settle in Mordor?
No – weary hobbits seek light.

Now Path has home planning!
Bag End’s home equity
lets Frodo relocate
across the Great Sea.

Feb 07
2018
Version 2018.02.06

Tree-homes of Mirkwood
boast peace and quiet up high.
Rivendell villas
have great schooling nearby.

Humble barns of Rohan,
though a downsize from Bag End,
are less swanky than Gondor,
leaving more gold to spend.

Where can one settle,
to raise a family and write?
Should they settle in Mordor?
No – weary hobbits seek light.

Now Path has home planning!
Bag End’s home equity
lets Frodo relocate
across the Great Sea.

Feb 07
2018
Version 2018.02.05

Tree-homes of Mirkwood
boast peace and quiet up high.
Rivendell villas
have great schooling nearby.

Humble barns of Rohan,
though a downsize from Bag End,
are less swanky than Gondor,
leaving more gold to spend.

Where can one settle,
to raise a family and write?
Should they settle in Mordor?
No – weary hobbits seek light.

Now Path has home planning!
Bag End’s home equity
lets Frodo relocate
across the Great Sea.

Feb 05
2018
Version 2018.02.02

Tree-homes of Mirkwood
boast peace and quiet up high.
Rivendell villas
have great schooling nearby.

Humble barns of Rohan,
though a downsize from Bag End,
are less swanky than Gondor,
leaving more gold to spend.

Where can one settle,
to raise a family and write?
Should they settle in Mordor?
No – weary hobbits seek light.

Now Path has home planning!
Bag End’s home equity
lets Frodo relocate
across the Great Sea.

Jan 29
2018
Version 2018.01.26

Tree-homes of Mirkwood
boast peace and quiet up high.
Rivendell villas
have great schooling nearby.

Humble barns of Rohan,
though a downsize from Bag End,
are less swanky than Gondor,
leaving more gold to spend.

Where can one settle,
to raise a family and write?
Should they settle in Mordor?
No – weary hobbits seek light.

Now Path has home planning!
Bag End’s home equity
lets Frodo relocate
across the Great Sea.

Jan 22
2018
Version 2018.01.19

Bug fixes and performances improvements.

Jan 17
2018
Version 2018.01.16

You can now transfer external accounts to Wealthfront.

Dec 20
2017
Version 2017.12.19

Bug fixes and performance improvements.

Dec 18
2017
Version 2017.12.15

Bug fixes and performance improvements.

Dec 11
2017
Version 2017.12.07

Squashed some bugs and improved experience for external account linking.

Nov 17
2017
Version 2017.11.15

Added the ability to track your incoming transfers, and improvements to Shake to Share.

Nov 03
2017
Version 2017.10.30

- Optimized for Face ID and iPhone X
- Design improvements, including new Invitation UI
- More transaction details in Notifications

Sep 26
2017
Version 2017.09.22

Small tweaks to optimize UI for iOS 11 and a few bug fixes

Sep 19
2017
Version 2017.09.15

- Added facial recognition to automatically crop photo uploads for college planning
- 3D touch to preview accounts and goals on your dashboard
- Easily access our Help Center in-app via Settings
- Bug fixes, performance improvements, and iOS 11 readiness

Sep 04
2017
Version 2017.09.01

Update copy to reflect UST2 improvement.

Aug 10
2017
Version 2017.08.09

Now link real estate and mortgages to your Path.

Jul 07
2017
Version 2017.07.05

Bug fixes

Jun 23
2017
Version 2017.06.22

Some updates are big, some updates are small.
Some updates change colors, resulting in a brawl.

Wealthfront has gone purple, please do not dismay.
We know this could be jarring, but it’s gonna be okay.

----------

PassivePlus is our signature suite of investment features designed to improve the value of your portfolio over time.

Advanced Indexing is available now to clients with at least $500,000 in their Wealthfront taxable investment account.

Jun 16
2017
Version 2017.06.15

Some updates are big, some updates are small.
Some updates change colors, resulting in a brawl.

Wealthfront has gone purple, please do not dismay.
We know this could be jarring, but it’s gonna be okay.

----------

PassivePlus is our signature suite of investment features designed to improve the value of your portfolio over time.

Advanced Indexing is available now to clients with at least $500,000 in their Wealthfront taxable investment account.

Jun 15
2017
Version 2017.06.12

Some updates are big, some updates are small.
Some updates change colors, resulting in a brawl.

Wealthfront has gone purple, please do not dismay.
We know this could be jarring, but it’s gonna be okay.

----------

PassivePlus is our signature suite of investment features designed to improve the value of your portfolio over time.

Advanced Indexing is available now to clients with at least $500,000 in their Wealthfront taxable investment account.

Jun 05
2017
Version 2017.06.02

The owls are coming, kids look to the skies.
A letter from Hogwarts, the ultimate prize.

But some of the parents, they look in fear.
Gringotts is empty, and tuition is near.

The Potters are calm, a smile they crack.
College planning by Path, has their savings on track.

-----------

Now set up a college planning goal with an external 529 account.

May 24
2017
Version 2017.05.22

The owls are coming, kids look to the skies.
A letter from Hogwarts, the ultimate prize.

But some of the parents, they look in fear.
Gringotts is empty, and tuition is near.

The Potters are calm, a smile they crack.
College planning by Path, has their savings on track.

-----------

Introducing college planning.

May 01
2017
Version 2017.04.27

Added support for bi-weekly recurring deposits. Minor bug fixes.

Apr 19
2017
Version 2017.04.17

Introducing Portfolio Line of Credit. Eligible clients can now borrow cash at low interest rates with no application, no credit check, and no restrictions on how they spend the money.

Apr 15
2017
Version 2017.04.12

Bug fix

Apr 04
2017
Version 2017.03.31

You really love Wealthfront, but how do you share?
Money is touchy - a private affair.

But don’t you worry, we’ve got your back.
Just shake to share - give it a crack.

Numbers are masked, currencies random
T-Swift and your phone, shaking in tandem.

Mar 06
2017
Version 2017.03.02

New features
 - Link spousal and family Wealthfront accounts to your Path
 - Selling Plan activation - once shares arrive at Wealthfront, use the app to activate your Selling Plan

Mar 01
2017
Version 2017.02.27

New features
 - Withdraw funds within the app
 - Improved Add funds number entry

Feb 21
2017
Version 2017.02.17

Ned Stark was a lord, with a chiseled physique,
But as for his finances, they were quite weak.

He left his poor children, fresh out of luck,
No father, no castle, and nary a buck.

His children were scattered, Littlefinger a threat,
With Westeros crumbling, ‘neath Lannister debt.

Wealthfront could've helped him, Ned could've used Path,
To plan for retirement, and save up Stark cash.

Feb 17
2017
Version 2017.02.15

Ned Stark was a lord, with a chiseled physique,
But as for his finances, they were quite weak.

He left his poor children, fresh out of luck,
No father, no castle, and nary a buck.

His children were scattered, Littlefinger a threat,
With Westeros crumbling, ‘neath Lannister debt.

Wealthfront could've helped him, Ned could've used Path,
To plan for retirement, and save up Stark cash.

Feb 13
2017
Version 2017.02.09

Ned Stark was a lord, with a chiseled physique,
But as for his finances, they were quite weak.

He left his poor children, fresh out of luck,
No father, no castle, and nary a buck.

His children were scattered, Littlefinger a threat,
With Westeros crumbling, ‘neath Lannister debt.

Wealthfront could've helped him, Ned could've used Path,
To plan for retirement, and save up Stark cash.

Feb 06
2017
Version 2017.02.03

Ned Stark was a lord, with a chiseled physique,
But as for his finances, they were quite weak.

He left his poor children, fresh out of luck,
No father, no castle, and nary a buck.

His children were scattered, Littlefinger a threat,
With Westeros crumbling, ‘neath Lannister debt.

Wealthfront could've helped him, Ned could've used Path,
To plan for retirement, and save up Stark cash.

Feb 02
2017
Version 2017.01.30

Ned Stark was a lord, with a chiseled physique,
But as for his finances, they were quite weak.

He left his poor children, fresh out of luck,
No father, no castle, and nary a buck.

His children were scattered, Littlefinger a threat,
With Westeros crumbling, ‘neath Lannister debt.

Wealthfront could have helped him, Ned could have used Path,
To plan for retirement, and save up Stark cash.

Jan 13
2017
Version 2017.01.12

Minor bug fixes and under the hood improvements

Jan 09
2017
Version 2017.01.07

Minor bug fixes and under the hood improvements.

Dec 20
2016
Version 2016.12.16

Clients can now upgrade to higher tiers of tax-loss harvesting within the app. Plus various bug fixes.

Dec 10
2016
Version 2016.12.07

- Under the hood bug fixes and performance improvements

Nov 08
2016
Version 2016.11.07

- Under the hood bug fixes and performance improvements

Oct 27
2016
Version 2016.10.25

- Under the hood bug fixes and performance improvements

Oct 19
2016
Version 2016.10.18

- Fixed a bug that affected a small number of users with linked external accounts

Oct 15
2016
Version 2016.10.14

- Support for iOS 10
- Link your various external investment accounts directly in the app
- Bug fixes

Oct 08
2016
Version 2016.10.05

- Support for iOS 10
- Link your various external investment accounts directly in the app
- Bug fixes

Sep 30
2016
Version 2016.09.28

- Support for iOS 10
- Link your various external investment accounts directly in the app
- Lots of bugs squashed

Aug 31
2016
Version 2016.08.29

Squashed a few bugs

Aug 26
2016
Version 2016.08.25

Squashed a few bugs

Jul 22
2016
Version 2016.07.20

We once had an app that was dark
It’s gone the way of Robb Stark
To the design team’s delight
Our app is now light
Please, Arya, forgive our snark.

Jul 15
2016
Version 2016.07.14

We once had an app that was dark
It’s gone the way of Robb Stark
To the design team’s delight
Our app is now light
Please, Arya, forgive our snark.

Jun 22
2016
Version 2016.06.21

Bug fixes

Jun 15
2016
Version 2016.06.03

- Squashed some nasty bugs

May 13
2016
Version 2015.05.10

- Improve portfolio review experience.
- Bug fixes and performance improvement.

Apr 30
2016
Version 2016.04.29

Bug fix

Apr 27
2016
Version 2016.04.25

Wealthfront for iOS comes to life with relevant, data-driven advice on linked accounts. We’ll provide recommendations on fees, taxes, and cash drag that are personalized not only to the specific investments in your account, but also to your financial profile.

New: personalized recommendations on your cash and investments
New: digest aggregating key metrics across all of your Wealthfront accounts

Mar 31
2016
Version 2016.03.30

Clients can now view linked cash and investment accounts; we'll help track their total value on your Apple device. We've also redesigned our dashboard to help clients focus on a portfolio's long-term performance and encourage best practices like consistent saving and investing.

New: updated home page that tracks your cash and investments
New: visual projection of your financial future

Feb 12
2016
Version 2016.02.09

- Improved Add Funds experience
- Bug fixes and performance improvements

Feb 02
2016
Version 2016.01.28

- Now support 3D Touch on App Icon for Quick Actions.

Jan 15
2016
Version 2016.01.12

Bug fixes and performance improvements

Jan 12
2016
Version 2016.01.05

A client will now be able to link / confirm a bank account via micro deposits.

Dec 08
2015
Version 2015.12.04

- Fixed an authentication bug that prevented users from logging in.
- Fixed a bug that calculated y-axis values on performance graphs.
- Minor performance improvements and enhancements.

We made the Wealthfront app more informative and secure.

• New: Updates to the app’s look and feel, including increased support for iOS 9.
• New: Account Performance: Your accounts now show time-weighted and money-weighted returns.
• New: Deposit Activity: The performance graph now includes information about your deposit activity.

This release also includes bug fixes and performance improvements based on your feedback.

Thanks for using Wealthfront!

Nov 19
2015
Version 2015.11.16

We made the Wealthfront app more informative and secure.

• New: Updates to the app’s look and feel, including increased support for iOS 9.
• New: Account Performance: Your accounts now show time-weighted and money-weighted returns.
• New: Deposit Activity: The performance graph now includes information about your deposit activity.

This release also includes bug fixes and performance improvements based on your feedback.

Thanks for using Wealthfront!

Nov 12
2015
Version 2015.11.05

We made the Wealthfront app more informative and secure.

• New: Updates to the app’s look and feel, including increased support for iOS 9.
• New: Account Performance: Your accounts now show time-weighted and money-weighted returns.
• New: Deposit Activity: The performance graph now includes information about your deposit activity.

This release also includes bug fixes and performance improvements based on your feedback.

Thanks for using Wealthfront!

Oct 17
2015
Version 2015.10.09

Bug fixes and performance improvements

Sep 28
2015
Version 2015.09.25

Security improvements and bug fixes

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