iPhone Screenshots

Description

Build a free financial plan and automate your investments at a low cost.
Our all-in-one solution gives you the financial expertise you need, right in your pocket. No spreadsheets, no annoying sales calls, no judgment.

Free financial planning made easy
Built by our team of PhDs, our all-in-one planning experience helps you explore future goals like homeownership, early retirement, time off for travel, and covering college costs. We’ll show you the tradeoffs of your decisions and provide actionable advice.

Invest while keeping fees and taxes low
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.

Borrow with ease
Secured by your investments, Portfolio Line of Credit helps you access cash without selling your investments. It takes one tap to request cash, and you can access the money you need in as quickly as 1 business day.

Disclosures
Wealthfront Software LLC (“Wealthfront”) offers a software-based financial advice engine that delivers financial planning tools to help users achieve better outcomes. All information provided by Wealthfront’s financial planning tool is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided by the financial tool. Investment advisory services are offered by Wealthfront Advisors LLC (“Wealthfront Advisers”, the successor investment adviser to Wealthfront Inc.), an SEC-registered investment advisor, and brokerage products and services, including the Portfolio Line of Credit, are offered by Wealthfront Brokerage LLC (formerly known as Wealthfront Brokerage Corporation), member FINRA / SIPC. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any security. For more information please visit www.wealthfront.com. Wealthfront, Wealthfront Advisers and Wealthfront Brokerage LLC are wholly owned subsidiaries of Wealthfront Corporation.

What’s New

Version 2019.06.21

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

Ratings and Reviews

4.9 out of 5
6.9K Ratings

6.9K Ratings

Lulu in Chisago ,

Easier to use than bank apps, much better interest

I also use apps for my accounts at US Bank and TruStone Credit Union. This app is much better. The US Bank app is often down or gives strange error messages. The credit union app is confusing.

I can transfer money back and forth to my checking account quickly and safely.

The interest rate is way better than US Bank, which also has stealthy fees. When I sold my house, I had to pay them $300 to close my home equity credit line, which I had never used. The US Bank person who talked me into opening it said it was fee-free. What a lie. US Bank also applied a $15 or more monthly fee to my savings account that paid a fraction of a percent interest, and a similar fee to my checking account. When I complained, they started just crediting the fees back every month. I’m sure they will stop crediting them sometime to see if I notice.

RamenIsGood ,

Very Functional and Easy to Use

This app is very functional and easy to use. It gives users a quick way to assess their complete financial situation through the ability to link to all your external accounts with other financial institutions. It will also show a projection of your financial situation throughout your lifetime, if you desire. The app makes it very easy to add money to your Wealthfront accounts or transfer money out of Wealthfront to another institution.

There are two distinct reasons I did not give the Wealthfront app five stars. First, the app does not give users the ability to change their risk tolerance score. Users must log on to Wealthfront’s actual website to do that, which is tremendously inconvenient. Second, although I like the financial future modeling the app provides, there is no available explanation of the modeling used to make such a long term forecast. Specifically, I would like to know the assumed annual rate of return in the model as well as whether it accounts for an assumed annual pay increase or an assumed increase in the value of your home. This would all be possible by adding a simple link that explains the specifics of the assumptions and methodology behind the model used to calculate important values like your predicted net worth at retirement age. I am sure this seems like a niche request, but some more financially and data savvy users would appreciate it.

Developer Response ,

Hi and thank you for the feedback. Please note, all of this information is available on the full website. The methodology for our model is available on the app (click on your specific goal and scroll down to Methodology). Please send an email to support@wealthfront.com for any account-specific questions. We will also share your feedback with the team. Thank you.

Justareviewhere ,

Saving for my generation

Forget financial planners and traditional banks. This is how future generations will want to do business. By cutting out the physical locations and Human Resources, this company is able to offer the best options for savings possible. Fees are extremely low and I’ve watched my money grow over 3 years in this app. At tax season you can just upload your form into TurboTax making taxes super easy to do. Wealthfront also has features to save you lots of money on taxes. I withdrew 70k at one point and it was quick and easy. I had a question and I was able to contact customer service on the phone and get a quick smart response. Not an operator from who knows where reading a script. The humans are there if you need them (and they’re super smart!) but mostly this thing is run by robots. And I think that’s a good thing.

Information

Seller
Wealthfront, Inc.
Size
47.5 MB
Category
Finance
Compatibility

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© Wealthfront Corporation 2019
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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