How to Customize Your Wealthfront Portfolio

Wealthfront offers portfolios built for interests like social responsibility, along with hundreds of funds in categories like clean energy, technology, and crypto, so you can customize your portfolio exactly how you want it. And we make it easy (and safe) to experiment by letting you know if your choices don't match your desired level of risk.

️HELPFUL LINKS️
Read more about Wealthfront here https://bit.ly/3H5ZIki
Learn more about direct indexing https://support.wealthfront.com/hc/en-us/articles/211005023-Wealthfront-s-US-Direct-Indexing-
Learn how to customize your portfolio https://support.wealthfront.com/hc/en-us/articles/360059631751-Customizing-your-portfolio
Check out our financial health guide https://blog.wealthfront.com/financial-health/

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TIME STAMPS
00:00 — Customization overview
01:11 — Demo – Starting with the classic
02:05 — Demo – Edit the classic portfolio
03:13 — Demo – Adjust US stock investments
05:54 — Demo – Add direct indexing to US stocks
07:51 — Demo – Added another US stock investment
08:52 — Demo – Added cryptocurrency exposure
10:52 — Demo – Add SRI investments
12:38 — Demo – Getting started with an expert portfolio

REVELATION
The information contained in this communication is for general information purposes only and should not be construed as investment or tax advice. All investments involve risks, including the possible loss of money you invest, and past performance is no guarantee of future performance. Wealthfront Advisers and its affiliates do not provide tax advice and investors are encouraged to consult their personal tax advisors to discuss tax-related matters specific to their situation. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment advisor, and brokerage products and services are provided by Wealthfront Brokerage LLC, member FINRA/SIPC.

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