Wealthfront
Portfolio Line of Credit is a margin lending product offered exclusively to clients of Wealthfront Advisers by Wealthfront Brokerage LLC. 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.
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Wealthfront Brokerage conveys Cash Account funds to depository institutions that accept and maintain such deposits.
. The Wealthfront Risk Parity Fund is managed by Wealthfront Strategies LLC Wealthfront Strategies an SEC registered investment adviser. Wealthfront Brokerage LLC a Member of FINRASIPC serves as the distributor and the underwriter of the Plan. FDIC insurance is not provided until the funds arrive at.
You should consider the risks and benefits specific to margin when evaluating your options. The cash balance in the Cash Account is swept to one or more banks the Program Banks where it earns a variable rate of interest and is eligible for FDIC insurance. Investment management and advisory services.
Wealthfront Strategies receives an annual management fee equal to 025 of the Funds average daily net assets.
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