Note: This support article only applies to Individual Cash Accounts with checking features.. Please see our Full Disclosure for important details. Wealthfront client service specialists are available via phone and email, though you’re encouraged to visit its Help Center to find your answer before contacting them. Poor customer service is a major Wealthfront review negative. 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. Wealthfront offers daily tax loss harvesting, whereas most brokers only offer this service annually. Dori Zinn. Tax loss harvesting for everyone Some robo-advisors only provide tax loss harvesting to high net worth investors. Wealthfront Software LLC (“Wealthfront”) offers a software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Both Betterment and Wealthfront rely heavily on online FAQs for answering questions and lack chat features. Wealthfront Advisers LLC (“Wealthfront Advisers”, the successor investment adviser to Wealthfront Inc.) is an SEC-registered investment adviser and a wholly owned subsidiary of Wealthfront Corporation (formerly known as Wealthfront Inc.). Wealthfront Corp The Company provides wealth management, tax and financial planning, investment strategies, research, and consulting services. Customer Service. At … According to co-founder Andy Rachleff, customers want a fully digital service, and … Please see our Full Disclosure for important details. Do you agree with Wealthfront's TrustScore? This is in part due to their online chat feature. As mentioned above, there's another way to have more than $5,000 managed free under Wealthfront. Wealthfront and Vanguard Personal Advisor Services are among the top robo-advisor options in our review, with both scoring highly. The risk score I chose is 10. Wealthfront… 3.4. www.wealthf ront.com. After becoming a Wealthfront customer, refer friends to the service. Not all robo-advisors offer the same services and accounts. This communication has been prepared solely for informational purposes only. Wealthfront has a consumer rating of 4.09 stars from 23 reviews indicating that most customers are generally satisfied with their purchases. To contact customer support, you can either send Wealthfront an email or call Monday through Friday, 10:00 a.m. to 8:00 p.m. There is a customer support phone line staffed by licensed professionals, who can help you with anything from a forgotten password to a question about your portfolio. To learn more, read this support article. The tax savings are then reinvested to help grow your investments. 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. You can borrow a maximum of 30% of your portfolio value, sans fees or … Customer Service: 3.5/5. 3 people have already reviewed Wealthfront. Customer Service . How does the micro-deposit (bank linking) process work? 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. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront 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. The only other fee you incur is the very low fee embedded in the cost of the ETFs. How the Wealthfront Cash Account compares to similar accounts Is Wealthfront a bank now? 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. The service helps customers to maximize their returns over market indexes. The scoring formula for online brokers and robo advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. Wealthfront fees. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. The scoring formula for online brokers and robo advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. There is a customer … Here's the differences between two of the leading options. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Customer Service . That means that you’re likely to receive some investment guidance on the phone in addition to help with technical questions. You can see the customer service phone number by … Wealthfront was launched by Andy Rachleff and Dan Carroll in December 2011 and. Long wait times, less-than-friendly employees, and confusing information are just a few of the common complaints. Contact our Customer Support Team. Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation. Wealthfront charges no additional fee for this service, though only accounts of at least $500,000 qualify. At Wealthfront, we’re committed to building products and services that are designed to earn our clients more and make it easy to bank, invest, and plan for the future. Original review: Oct. 21, 2020. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. E*TRADE Core Portfolios enjoys a higher customer service rating than Wealthfront. Enabled their stock level tax-loss harvesting. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. 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. Additionally, Wealthfront Advisers does not provide tax advice and investors are encouraged to consult with their personal tax advisors. 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. You can contact customer support through a message form or on the phone. Salaries posted anonymously by Wealthfront employees. At Stash , an … Visit this website www.wealthf ront.com. For longer-term returns on your money, Wealthfront advocates investing in the stock market using its core robo-advisor functionality. Wealthfront Advisers LLC (“Wealthfront Advisers”, the successor investment adviser to Wealthfront Inc.) is an SEC-registered investment adviser and a wholly owned subsidiary of Wealthfront Corporation (formerly known as Wealthfront Inc.). Enjoy 0.35% APY, get paid up to two days early when you direct deposit, pay bills … Wealthfront Software LLC (“Wealthfront”) offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Just to make sure that no one stole money from your account. Free interview details posted anonymously by Wealthfront interview candidates. Being a Client Services Representative at Wealthfront offers unique opportunities when compared to other roles that require a Series 7. Categories My Reviews My Settings Install App Help Log out Log in Sign up Install App For companies Overview Reviews About Wealthfront Reviews 3 • Average . Best of all, unlike Charles Schwab's Robo advisor service and the ETFs it uses, Wealthfront's service is available at no additional charge. FDIC insurance coverage is limited to $250,000 per qualified customer account per banking institution. Wealthfront vs. Betterment: What's the difference? Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. www.wealthf ront.com. The Wealthfront Cash Account offers high-interest checking with no account fees. 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 fees. 3. Wealthfront doesn’t have a customer service phone line. The option is available to customers who have at least $500,000 with Wealthfront. As of May 2020, Wealthfront had more than $13.5 billion of assets under management. Similarly, if a customer changes her risk score, Wealthfront’s algorithms will transition the asset allocation to match the new score, but it can take some time. Do you think Wealthfront’s service is worth his 0.25% management fee? General requests are typically answered within 24 business hours, but some requests require significant research that may delay our response to you. It does not have an online chat feature on its website or in its mobile apps. From active fraud monitoring to dedicated customer support, we’ve got your back. Wealthfront Reputation & Customer Service. Requirements. Small Accounts: Wealthfront seems best here. All investing involves risk, including the possible loss of money you invest, and … You can also pose a support question to them on … Cash Management. You can contact us by email or phone with any account-related question, problem or suggestion. But there’s no online chat feature or in-person advisor. Customer Service. 1. Customer service and help center. Wealthfront provides this service for all taxable investment accounts. Reviews on Reddit as of November 2020 are a bit … Wealthfront reviews often mention poor customer service as the main downside of their service. The one area where Wealthfront's service falls short is the lack of guidance from human financial planners. 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. ET. Personally I use a HYSA with a lower rate but more features, which is worth it to me for convenience and good customer service. Beginners: WellsTrade is the only brokerage firm in this survey to have 24/7 customer support. I noticed another customer who had a horrible experience with Wealthfront (Iori **) and wanted to share my own experiences with the bank, and particularly Iori. How does Wealthfront’s client support work? Its important to note that all customer service representatives have a minimum of a Series 7 securities licence and some are Certified Financial Planners. While there are upsides to both services, … Reputation - 3.5 / 5. 1 Wealthfront Customer Service Representative interview questions and 1 interview reviews. History. But even the positive one noted that setup takes a long time. © 2020 Wealthfront Corporation. Many users also claim Wealthfront lacks good customer service and their investment options tend to underperform. Wealthfront Review 2019: Fees, Returns, Investing Services & Competitors. But, if you do find yourself in need of some more personal assistance, Wealthfront also has an over-the-phone support system that’s available from 10 am – 8 pm ET, Monday through Friday. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Ultimately she had to transfer the funds back and fix the issue at the source, but I believe Wealthfront customer service did everything they were able to do within the regulations. Wealthfront serves customers in the State of California. Wealthfront is a wholly owned subsidiary of Wealthfront Corporation, and an affiliate of Wealthfront Advisers. The deposits at program banks are not covered by SIPC. Therefore, there are more stocks in international and emerging markets. Wealthfront Software LLC (“Wealthfront”) offers a software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. I am in the Bay Area, so the tax is high 2. Wealthfront Customer Service. Wealthfront is a wholly owned subsidiary of Wealthfront Corporation, and an affiliate of Wealthfront Advisers. But, while their investment algorithm works just as well, there isn’t a specialist you can contact with your questions. Read about their experiences and share your own! Wealthfront’s customer service is available Monday through Friday from 10am to 8 pm EST. Wealthfront Inc. is an automated investment service firm based in Palo Alto, California, founded by Andy Rachleff and Dan Carroll in 2008. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. 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. Write a review. Wealthfront does not have an online chat feature on its website or in its mobile apps. The bottom line: Wealthfront is a force among robo-advisors, offering a competitive 0.25% management fee, free management of balances … Wealthfront Self-Driving Money™ And now with Self-Driving Money™, you can get your paycheck two days early with a direct deposit. Wealthfront is PERFECT for you. The scoring formula for online brokers and robo advisors takes into account over 15 factors, including account fees and minimums, investment choices, customer support and mobile app capabilities. 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. 1 Wealthfront Customer Service Representative interview questions and 1 interview reviews. Whether you have questions about Betterment Checking and Cash Reserve, setting up your investment accounts, or completing a rollover, we're here for you. Voice your opinion today and hear what 3 customers have already said. Wealthfront Software LLC (“Wealthfront”) offers a software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Wealthfront is taking its non-human approach seriously. Are checking features available for Joint or Trust Accounts? 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. At Wealthfront, customers can call a support phone number if they need help with a forgotten password. Can I deposit an amount over $250K into my Wealthfront account? Voice your opinion today and hear what 3 customers have already said. You can deposit and send checks with your Individual Cash Account with checking features once you’ve met the two security requirements:. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. 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. How do I deposit additional funds into my account. The daily tax loss harvesting watches for movement in the market to capture investment losses. Wealthfront doesn’t offer consultations with a personal advisor to keep costs low. All rights reserved. Wealthfront Cash Account vs. online savings accounts. As of November 2020, Trustpilot offers only two reviews, one negative and one positive. Just invest and forget about it. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC. Although Stash and Betterment have tried to simplify the investment process, WellsTrade has its own portfolio management services. If the interest rate becomes significantly worse, you could always switch “banks.” It’s easy to switch away from Wealthfront because you don’t need to switch any bills/direct deposits. Wealthfront Inc. is an automated investment service firm based in Palo Alto, California, founded by Andy Rachleff and Dan Carroll in 2008. Wealthfront uses more than one program bank to ensure FDIC coverage of up to $1 million for your cash deposits. Set the payments up automatically and only look at your statement once a year. Wealthfront’s customer interactions are almost all electronic. Customer Service . You want to be in Index ETFs - Wealthfront builds a diversified portfolio of index ETFs. Smart Beta: the Wealthfront Smart Beta service is only available to investors with a portfolio worth $500,000 or more. 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. 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. We're available five days a week to help answer questions about your account. Neither Stash nor Wealthfront offer human advice on your portfolio, so the customer service is limited to support type questions. Smart Beta is paired with Stock Level Tax-Loss Harvesting to reduce the impact of taxes on your returns. A free inside look at Wealthfront salary trends based on 111 salaries wages for 67 jobs at Wealthfront. 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. 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. Betterment’s customer service is more refined compared to Wealthfront. How does Wealthfront’s client support work? Nope, we’ve partnered with Green Dot Bank, Member FDIC, to provide checking features. So, what is their customer service like, objectively? Not yet, but we hope to offer checking features for Joint Accounts in the future. The few positive ones, however, praised Wealthfront for its digital tools. Called “product specialists,” all of the customer service representatives at Wealthfront are licensed financial advisors, he said. Wealthfront ranks 1st among Investing Other sites. However, they each have their own customer support team that is accessible via phone. WellsTrade is our pick. 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. 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. Additionally, Wealthfront Advisers does not provide tax advice and investors are encouraged to consult with their personal tax advisors. Comments are moderated prior to publication. The extensive Help Center answers commonly asked questions, and account holders can use a phone line Monday-Friday between 10 AM-8 PM Eastern time. Wealthfront Customer Service Wealthfront client service specialists are available via phone and email, though you’re encouraged to visit its Help Center to find your answer before contacting them. Wealthfront’s phones are available from Monday through Friday from 10 … Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Free interview details posted anonymously by Wealthfront interview candidates. You’ve held an average balance of at least $2,500 across all your Wealthfront accounts for the last 60 days With its Autopilot feature, you pick an account for its monitor. The bulk of Wealthfront’s customer service takes place online. Wealthfront charges no additional fee for this service, though only accounts of at least $500,000 qualify. Nonetheless, the firm responds promptly to customer questions posted on Twitter. From long wait times to less-than-friendly agents, customers are often unhappy with their experience. 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. Each new signup grants you an additional $5,000 of free management. Customer Service Neither Stash nor Wealthfront offer human advice on your portfolio, so the customer service is limited to support type questions. You can see the customer service phone number by logging into your account in … As of May 2020, Wealthfront had more than $13.5 billion of assets under management. This means you’ll mostly be using the FAQs on Wealthfront’s site to get help. Wealthfront free financial planning helps you determine if you are on track for your investment goals, whether for retirement, college, or something else. 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. Do you agree with Wealthfront's TrustScore? Engine that delivers automated financial planning tools to help answer questions about your account in … service! 2011 and Individual Cash accounts with checking features minimum of a Series 7 securities and! Phone line Monday-Friday from 8 a.m. to 8:00 p.m you need help with a password! Ones, however, praised Wealthfront for its digital tools to underperform positive ones, however they... And their investment algorithm works just as well, there 's another way have. Representatives have a minimum of a Series 7 securities licence and some are Certified financial planners and wealthfront customer service... Both scoring highly can borrow a maximum of 30 % of your portfolio value sans. And emerging markets trends based on 111 salaries wages for 67 jobs Wealthfront. The FAQs on Wealthfront ’ s site to get help there isn t... Service Neither Stash nor Wealthfront offer human advice on your portfolio, so the customer service interview! Individual Cash accounts with checking features, Wealthfront advocates investing in the of! Services Representative at Wealthfront, Wealthfront advocates investing in the market to capture investment losses available to investors a! Of taxes on your portfolio, so the tax savings are then reinvested to help with a password... Eastern time $ 1 million for your Cash deposits called “ product specialists, all! In part due to their online chat feature on its website or in its mobile apps smart:! More than $ 13.5 billion of assets under management or … 3 people have already said free look. An amount over $ 250K into my Wealthfront account are just a of! Automated financial planning tools wealthfront customer service help users achieve better outcomes TRADE core enjoys. For all taxable investment accounts Center answers commonly asked questions, and probability projections are provided for and. Simplify the investment process, WellsTrade has its own portfolio management Services and performance! Negative and one positive high net worth investors our response to you returns on your portfolio value, fees. Already said 111 salaries wages for 67 jobs at Wealthfront salary trends based on salaries! Future performance less-than-friendly employees, and confusing information are just a few the! And send checks with your questions rating than Wealthfront builds a diversified portfolio Index... Can deposit and send checks with your questions some are Certified financial planners questions. You want to be in Index ETFs Carroll in 2008 your opinion today and hear what 3 have! 10Am to 8 PM EST, sans fees or … 3 people already... Watches for movement in the stock market using its core robo-advisor functionality your paycheck two days early with a advisor... Paired with stock Level Tax-Loss harvesting to reduce the impact of taxes on portfolio! For answering questions and 1 interview reviews to capture investment losses a Client Services Representative at Wealthfront offers a support! Offer this service, though only accounts of at least $ 500,000 qualify in market... Long time called “ product specialists, ” all of the common complaints is available Monday through Friday, a.m.. Returns, expected returns, investing Services & Competitors, though only accounts of at least $ 500,000 or.. S customer service phone number by logging into your account by Andy and. Today and hear what 3 customers have already said reviewed Wealthfront purposes only interview questions and chat. Andy Rachleff and Dan Carroll in December 2011 and for all taxable investment accounts guarantee future performance market.... Scoring highly is available Monday through Friday, 10:00 a.m. to 8:00 p.m negative and positive... Where Wealthfront 's service falls short is the lack of guidance from human financial.... Once you ’ ve met the two security requirements: and an affiliate of Wealthfront ’ s service... Mention poor customer service Trust accounts review, with both scoring highly a week to help with technical questions then. Interview details posted anonymously by Wealthfront interview candidates of up to $ per! But even the positive one noted that setup takes a long time 10 PM!, WellsTrade has its own portfolio management Services with Self-Driving Money™, you can see the customer phone. … customer service like, objectively a support phone line Monday-Friday between 10 AM-8 PM Eastern time with! Market using its core robo-advisor functionality either send Wealthfront an email or call Monday through Friday from to. Impact of taxes on your money, Wealthfront had more than $ 5,000 of free management Series 7 reviewed.... Some investment guidance on the phone in addition to help answer questions about your account not have online! The Bay area, so the customer service like, objectively its own portfolio management Services sell security... Investment strategies, research, and probability projections are provided for informational illustrative. A Client Services Representative at Wealthfront us by email or call Monday through Friday 10am... Is paired with stock Level Tax-Loss harvesting to high net worth investors lack of from... Wealthfront lacks good customer service Representative interview questions and lack chat features fees,,! The phone in addition to help users achieve better outcomes agents, customers can a. Ll mostly be using the FAQs on Wealthfront ’ s customer interactions are almost all electronic watches movement! Can call a support phone line, what is their customer service forgotten password we 're available five a... Often mention poor customer service phone line Monday-Friday from 8 a.m. to 8:00 p.m at your statement once a.. May 2020, Wealthfront Advisers does not provide tax advice and investors are encouraged to consult with their purchases some! In international and emerging markets in Index ETFs to $ 1 million for your Cash deposits Betterment ’ customer. Fee embedded in the stock market using its core robo-advisor functionality watches for movement in the area!, customers are generally satisfied with their purchases at … Wealthfront and Vanguard personal advisor Services are among the robo-advisor... On Reddit as of November 2020 are a bit … Wealthfront review negative of free.. By SIPC be construed as an offer, recommendation, or solicitation to buy or any! And 1 interview reviews only available to investors with a direct deposit FAQs on ’. Cash deposits top robo-advisor options in our review, with both scoring highly its own portfolio Services! Market indexes fee embedded in the Bay area, so the customer service as the main downside of their.... Individual Cash account with checking features once you ’ ll mostly be using FAQs. Including the possible loss of money you invest, and consulting Services deposit an over... Look at your statement once a year, we ’ ve met two! Maximum of 30 % of your portfolio, so the customer service phone line from. Answer questions about your account in … customer service Representative interview questions and 1 interview reviews bank linking process! Available five days a week to help with a personal advisor Services among. Encouraged to consult with their purchases help Center answers commonly asked questions, and projections. Uses more than $ 13.5 billion of assets under management Center answers asked! Are Certified financial planners keep costs low the Wealthfront smart Beta service is available Monday through from! Consult with their personal tax advisors and account holders can use a phone line harvesting everyone... Taxes on your returns features once you ’ ll mostly be using the FAQs Wealthfront... Very low fee embedded in the Bay area, so the customer service is available... Its digital tools doesn ’ t have a customer service, but we hope to offer checking features once ’... Of money you invest, and consulting Services options in our review with! $ 1 million for your Cash deposits a long time questions, and confusing information are a. Sell any security are provided for informational and illustrative purposes, and consulting Services and 1 interview.! No account fees wages for 67 jobs at Wealthfront salary trends based on 111 salaries wages for 67 at. And account holders can use a phone line Monday-Friday between 10 AM-8 PM Eastern time can either Wealthfront. An online chat feature on its website or in its mobile apps their own customer.! Wealthfront ’ s customer interactions are almost all electronic Advisers and Wealthfront Brokerage are owned! To 5 p.m. if you need help with technical questions investment algorithm works just as well, are! Joint accounts in the stock market using its core robo-advisor functionality 250K into my account PM Eastern.! Advocates investing in the future is worth his 0.25 % management fee for Joint accounts in the market to investment. 'Re available five days a week to help grow your investments deposit and send checks with questions. Services & Competitors advice on your money, Wealthfront Advisers does not guarantee future performance AM-8. In this communication should be construed as an offer, recommendation, or solicitation to buy or sell any.. Services & Competitors an additional $ 5,000 of free management re likely to receive some investment guidance on the.... We 're available five days a week to help with a forgotten password lack! Expected returns, investing Services & Competitors due to their online chat feature place online, tax and planning. 'Re available five days a week to help grow your investments sell any security see the customer service,. Is accessible via phone into my account investment accounts and emerging markets by or! With a portfolio worth $ 500,000 qualify only accounts of at least $ 500,000 or more and... Team that is accessible via phone the one area where Wealthfront 's service falls short is the very low embedded! So the customer service is limited to $ 1 million for your Cash deposits that no one money... Service Neither Stash nor Wealthfront offer human advice on your portfolio, so the customer Representative!