Take advantage of new Wealthfront promotions, bonuses, and offers here.
Similar to Betterment, Wealthfront is another robo-advisor service that offers low fees and automated investing. They are one of the world’s largest robo-advisors in existence today with more than $10.5 billion in assets. The service is the best when you have a taxable account. Plus, you can get free management on investments up to $5K when you sign up with our referral link!
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Like many robo-investing services, Wealthfront uses Modern Portfolio Theory (MPT) to create an automated asset allocation. This takes your risk tolerance and financial needs into account, then continually makes sure that the allocation is correct with automatic rebalancing.
Current Wealthfront offers include $5,000 Managed Free + $5,000 Per Referral.
See our full list of the best Robo-Advisors here. See other investment promotions here.
Wealthfront $5,000 Managed For Free
Wealthfront is offering new clients an offer to manage their first $5,000 for free. Not only that, you can also make referrals and receive an additional $5,000 managed for free per eligible referral.
- Promotion has no set expiration date.
- Get your first $5,000 managed for free
- Once you become a Wealthfront client, you can also participate in the invitation program and refer your friends where each of you will receive an additional $5,000 managed for free.
- If you participate in the invitation program, you can reduce your account fees for every person you invite who funds an account with Wealthfront.
(Offer has no expiration date)
Editor’s Note: As of 2018, Wealthfront no longer manages $10,000 for free for new clients. If you already have an account with Wealthfront, this will have no effect on your account. Since you’ll still maintain your original sign-on benefit, along with the referral benefits you’ve earned. They will continue to offer everyone the ability to get an additional $5,000 managed free for every referral who funds a new account (see details below).
How To Earn The Bonus
- Open a Wealthfront Investment Account
- Get your first $5,000 managed for free
- Once you become a Wealthfront client, you can also participate in the invitation program and refer your friends where each of you will receive an additional $5,000 managed for free.
- If you participate in the invitation program, you can reduce your account fees for every person you invite who funds an account with Wealthfront.
- Passive investing. Wealthfront will build you a globally diversified portfolio of low-cost index funds.
- Minimizing your fees. Fees compound over time and eat into your returns. Wealthfront chooses low-cost ETFs, and only charge a 0.25% annual advisory fee on what you invest — a quarter of the industry average.
- Lowering your taxes. Reducing the taxes you pay leaves more money that can grow for you. Our software executes trades strategically to lower your tax obligation, so you can reinvest the savings.
- Managing your risk. After we get to know you, we’ll build a custom portfolio that reflects the risk you’re willing to take. As the markets move, our software adjusts your portfolio to ensure it stays balanced.
- PassivePlus suite of investment strategies.
- Tax-Loss Harvesting. Available at no minimum. This feature looks daily for opportunities to lower your tax bill without disrupting your overall investment strategy.
- Stock-level Tax-Loss Harvesting. Available at $100K. An enhanced form of Tax-Loss Harvesting that looks for movements in individual stocks within the US stock index to harvest more losses and lower your tax bill even more.
- Risk Parity. Available at $100K. Risk Parity aims to increase your risk-adjusted returns in a wide range of market environments through an enhanced asset allocation strategy.
- Smart Beta. Available at $500K. Smart Beta aims to increase your returns by weighting securities in the US stock index more intelligently
- All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
- Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.
Additional $5,000 Managed Per Referral
Once you open and fund a Wealthfront account, you can start sending your links to your friends and family. Both you and your referrals will receive $5,000 managed for free, when they open and maintain a funded account.
Find other referral bonuses here.
(Offer has no expiration date)
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Conclusion
Overall, Wealthfront is a great investment service, especially with taxable accounts. Since Wealthfront offers tax-loss harvesting for all accounts, its service can minimize your annual tax expenses.
With a new Wealthfront Brokerage Account, you will be able to take advantage of generous bonuses. Simply meet the deposit requirement and you will receive the best banking experience Wealthfront has to offer!
However, if you are not currently interested, I recommend you check out our updated list of Brokerage Bonuses and Best Robo-Advisors for any of your investment inquiries!
