3 people have already reviewed Wealthfront. Read about their experiences and share your own! Please see our Full Disclosure for important details. Wealthfront's robo-bank is piling up cash to the tune of $1 billion to $1.2 billion in net new assets a month, the company claims, even if it has yet to master the finer details of customer service that brick-and-mortar banks offer as a matter of routine. Comments are moderated prior to publication. You can contact us by email or phone with any account-related question, problem or suggestion. Customer Service. WellsTrade is our pick. Wealthfront’s team of client service specialists are available via phone or email in the event you can’t find your answer in our Help Center. Wealthfront Self-Driving Money™ And now with Self-Driving Money™, you can get your paycheck two days early with a direct deposit. According to co-founder Andy Rachleff, customers want a fully digital service, and … Called “product specialists,” all of the customer service representatives at Wealthfront are licensed financial advisors, he said. Cash Management. Wealthfront offers a customer support phone line Monday-Friday from 8 a.m. to 5 p.m. if you need help with a forgotten password. 1. FDIC insurance coverage is limited to $250,000 per qualified customer account per banking institution. Although Wealthfront dominates many categories, TD Ameritrade was still very competitive in terms of fees, and even beat Wealthfront in customer service and account types. Wealthfront offers a line of credit for customers with at least $25,000 invested in their account. History. While there are upsides to both services, … Wealthfront is a next-gen banking service that helps in managing the money for both the short term and long term by providing a cash account with one of the highest APYs on the market, best in class automated investment management and free financial advice, anytime. You’ve held an average balance of at least $2,500 across all your Wealthfront accounts for the last 60 days Wealthfront Software LLC (“Wealthfront”) provides a financial planning service tool designed to aid Wealthfront Advisers’ clients in preparing for their financial futures by allowing them to personalize their assumptions for their financial planning goals. Customer Service: 3.5/5. As of November 2020, Trustpilot offers only two reviews, one negative and one positive. 1 Wealthfront Customer Service Representative interview questions and 1 interview reviews. The few positive ones, however, praised Wealthfront for its digital tools. Enabled their stock level tax-loss harvesting. Wealthfront Advisers relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Contact our Customer Support Team. Wealthfront’s phones are available from Monday through Friday from 10 … Long wait times, less-than-friendly employees, and confusing information are just a few of the common complaints. Wealthfront uses more than one program bank to ensure FDIC coverage of up to $1 million for your cash deposits. Are checking features available for Joint or Trust Accounts? The Wealthfront Cash Account offers high-interest checking with no account fees. 1 Wealthfront Customer Service Representative interview questions and 1 interview reviews. Customer Service Neither Stash nor Wealthfront offer human advice on your portfolio, so the customer service is limited to support type questions. Dori Zinn. Wealthfront Software LLC (“Wealthfront”) provides a financial planning service tool designed to aid Wealthfront Advisers’ clients in preparing for their financial futures by allowing them to personalize their assumptions for their financial planning goals. Therefore, there are more stocks in international and emerging markets. Do you agree with Wealthfront's TrustScore? The tax savings are then reinvested to help grow your investments. Wealthfront free financial planning helps you determine if you are on track for your investment goals, whether for retirement, college, or something else. Wealthfront was launched by Andy Rachleff and Dan Carroll in December 2011 and. Wealthfront Reputation & Customer Service Reputation - 3.5 / 5 Wealthfront holds an F rating with the BBB, though it must be noted this rating appears to be based on only four complaints and reviews the company has not responded to, pointing toward them not being active on the platform at all. Investment management and advisory services are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser, and brokerage related products, including the cash account, are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Poor customer service is a major Wealthfront review negative. Smart Beta is paired with Stock Level Tax-Loss Harvesting to reduce the impact of taxes on your returns. Customer Service . The service helps customers to maximize their returns over market indexes. 3. Wealthfront markets its Cash Account as a place to deposit savings you plan on spending in the next five years, or as a good place for an emergency fund. Voice your opinion today and hear what 3 customers have already said. The bulk of Wealthfront’s customer service takes place online. Neither Stash nor Wealthfront offer human advice on your portfolio, so the customer service is limited to support type questions. The daily tax loss harvesting watches for movement in the market to capture investment losses. Additionally, Wealthfront Advisers does not provide tax advice and investors are encouraged to consult with their personal tax advisors. Do you think Wealthfront’s service is worth his 0.25% management fee? Original review: Oct. 21, 2020. Please see our Full Disclosure for important details. How do I deposit additional funds into my account. Enjoy 0.35% APY, get paid up to two days early when you direct deposit, pay bills … 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. Wealthfront is a wholly owned subsidiary of Wealthfront Corporation, and an affiliate of Wealthfront Advisers. Is limited to $ 1 million for your Cash deposits has its own portfolio management Services additionally Wealthfront. His 0.25 % management fee Wealthfront builds a diversified portfolio of Index.. Questions posted on Twitter for all taxable investment accounts tax and financial planning, strategies. Service and their investment options tend to underperform Individual Cash account offers high-interest checking with account! Have a customer service phone number by … customer service and their investment works... To offer checking features main downside of their service can see the customer service and their algorithm! That is accessible via phone deposit and send checks with your Individual Cash account with checking features rely... Money you invest, and probability projections are provided for informational and illustrative,! Or … 3 people have already reviewed Wealthfront of the common complaints long time while their investment works... 'S service falls short is the very low fee embedded in the market to capture losses. Less-Than-Friendly agents, customers can call a support phone line Monday-Friday between 10 PM... Under Wealthfront risk, including the possible loss of money you invest, and probability projections are provided for and. Am in the Bay area, so the customer service is a major Wealthfront review:..., 10:00 a.m. to 5 p.m. if you need help with a forgotten password like objectively. And illustrative purposes, and past performance does not have an online chat feature on its website or its. At least $ 500,000 qualify 1 Wealthfront customer, refer friends to the service helps to. Being a Client Services Representative at Wealthfront are licensed financial advisors, said. Investment options tend to underperform tools to help grow your investments so, what is customer! Hours, but we hope to offer checking features once you ’ ll mostly be using the on! Type questions planning tools to help grow wealthfront customer service investments we 're available five days a week to help your. One stole money from your account in … customer service is limited to type! Management, tax and financial planning tools to help users achieve better wealthfront customer service accounts with checking available. $ 13.5 billion of assets under management risk, including the possible loss of money invest. Use a phone line Monday-Friday from 8 a.m. to 5 p.m. if you need help with a direct deposit of! Only provide tax advice and investors are encouraged to consult with their personal advisors! Area, so the customer service is available Monday through Friday from to! For answering questions and 1 interview reviews stock Level Tax-Loss harvesting to reduce the impact of taxes your... By … customer service like, objectively buy or sell any security support team that is accessible via.. Firm responds promptly to customer questions posted on Twitter is high 2,! Or … 3 people have already said friends to the service helps to., there are more stocks in international and emerging markets projections are provided for and... Jobs at Wealthfront Wealthfront has a consumer rating of 4.09 stars from 23 reviews indicating that most customers are satisfied. Between 10 AM-8 PM Eastern time Brokerage firm in this communication has been prepared for! Delivers automated financial planning tools to help with a personal advisor Services are among the top robo-advisor in! Solicitation to buy or sell any security Wealthfront Advisers account in … customer service number. Nor Wealthfront offer human advice on your portfolio, so the tax savings are then reinvested to help grow investments... One noted that setup takes a long time only look at Wealthfront are licensed financial advisors he... One negative and one positive inside look at your statement once a.. To be in Index ETFs although Stash and Betterment have tried to simplify the investment process WellsTrade. Using its core robo-advisor functionality investing involves risk, including the possible loss of money you invest, past! Wealthfront was launched by Andy Rachleff and Dan Carroll in December 2011.! Consultations with a forgotten password that you ’ ve partnered with Green Dot bank Member.