Wealthfront: Save and Invest Software

AUTOMATE YOUR INVESTMENTS Answer a few questions, and we’ll recommend a diversified and automated portfolio that’s personalized for you. We’ll handle the trades, reinvest your dividends, and work to lower your taxes automatically. CUSTOMIZE YOUR PORTFOLIO Start with our Classic portfolio or our Socially Responsible portfolio, built for positive impact investing. You can edit your investments or allocations at any time. Explore hundreds of funds across categories like social responsibility, clean energy, healthcare, tech, cannabis, and even crypto. TURN CASH INTO WEALTH Banking features make it easy to spend, save and organize your cash. And with direct deposit, we can split your paycheck and move money for you automatically. Take care of everyday cash needs with mobile checks, bill-pay, and thousands of free ATMs nationwide. In addition to free unlimited transfers, we never charge overdraft fees or account fees of any kind. BORROW EASILY AT A LOW RATE Get cash quickly with a Portfolio Line of Credit without the hassle of an application or credit check. Borrow what you need without selling investments or disrupting your long-term goals. YOUR WEALTH IN ONE PLACE Get a big-picture view of your finances and make sure you’re on track now and into retirement. Say goodbye to multiple apps, and take the guesswork out of building wealth. The clean energy chart is not based on client performance and is solely provided for illustrative purposes and is not a solicitation or recommendation. Cash Account is offered by this app Brokerage LLC (“this app Brokerage”), a member of FINRA/SIPC. Neither this app Brokerage nor any of its affiliates are a bank, and Cash Account is not a checking or savings account. We convey funds to partner banks who accept and maintain deposits, provide the interest rate, and provide FDIC insurance. We’ve partnered with Green Dot Bank, Member FDIC, to bring you checking features. Checking features for the Cash Account are subject to identity verification by Green Dot Bank. Green Dot Bank operates under the following registered trade names: GO2bank, GoBank, Green Dot Bank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. this app products and services are not provided by Green Dot Bank. Green Dot is a registered trademark of Green Dot Corporation. ©2021 Green Dot Corporation. All rights reserved. Other fees apply to the checking features. Fee-free ATM access applies to in-network ATMs only. For out-of-network ATMs and bank tellers a $2.50 fee will apply, plus any additional fee that the owner or bank may charge. Other eligibility requirements for mobile check deposit and to send a check may apply. See the Deposit Account Agreement for details. Investment management and advisory services are provided by this app Advisers LLC (“this app Advisers”), an SEC registered investment adviser. Nothing in this communication should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Links provided to other server sites are offered as a matter of convenience and are not intended to imply that this app 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. All investing involves risk, including possible loss of money you invest, and past performance does not guarantee future performance. See our Full Disclosure for important details. this app Advisers and this app Brokerage are wholly owned subsidiaries of this app Corporation. © 2021 this app Corporation. All rights reserved.