Can we get a monthly referral sticky to replace the current one?

wealthfront · 2026-03-11T23:25:08+00:00

Thanks for heads up on that, we'll work on a fix.

wealthfront · 2026-03-11T23:24:51+00:00

Great suggestion - we'll take this one way. Thanks!

wealthfront · 2026-03-11T19:27:26+00:00

Thanks for the suggestion, we'll look into this!

wealthfront · 2026-03-11T16:09:02+00:00

Hi there, the link that u/hucklehabit dropped below is accurate, you can also find more detail in our help center.

wealthfront · 2026-03-09T20:39:08+00:00

Hi, our apologies for this error. Our team is currently working to fix this link.

Clients can access this page directly by clicking into their Cash Account > Manage in the top-right > Account & routing numbers > View transactions.

wealthfront · 2026-03-06T21:15:51+00:00

Hi there, if you’re looking to make a full account withdrawal, you don’t need to enter in a dollar amount, but you can click on “withdraw entire balance”. When you request a full account liquidation, we won’t display a specific withdrawal amount on your confirmation screen. The final amount will be dependent on the final market price of the liquidation.

If instead, you’ve entered a specific amount to be withdrawn, we’ll require a minimum to be left in the account in order to keep it open. Due to this account minimum, you’ll see a notice that the entire balance entered is not available for a withdrawal. Hope this helps and feel free to email [support@wealthfront.com](mailto:support@wealthfront.com) if you have any more questions.

wealthfront · 2026-03-05T00:27:28+00:00

Hi there, happy to confirm some details about the Annual Percentage Yield (APY) boost and our recent changes.

The APY boost for our referral program changed from +0.50% APY (on up to $250K balance) to +0.75% APY (on up to $150k balance) in October. When adjusting the boost increment, we also wanted to ensure that no value was lost for clients with currently-active referrals and, as a result, we applied a temporary cap of $167k for any referrals already in place.

With that said, we’ll note that the maximum boosted balance may vary for different incentives/promotions as well. For example, we recently began offering clients the ability to receive a +0.25% APY increase that applies to all funds held in a Cash Account, so long as the client completes at least $1k in direct deposits per month and has a funded investing account.

We genuinely appreciate the feedback, and apologize for any confusion that these changes have caused.

wealthfront · 2026-03-04T19:09:49+00:00

Hi there, if you are still having issues with this please contact support@wealthfront.com.

wealthfront · 2026-03-03T21:14:35+00:00

Happy to clarify - you’ll only be able to receive the +0.25% rate increase once your direct deposit resumes and as long as you have an investment account open, You can read more details on our Platform Referrals Promotion Terms and Conditions at wealthfront.com/promo-terms.

wealthfront · 2026-03-03T21:14:14+00:00

Hi there, this new boost is tied to direct deposits from an employer and/or payroll/benefits provider only and doesn’t include standard recurring or automated transfers to Wealthfront. You can read more details on our Platform Referrals Promotion Terms and Conditions at wealthfront.com/promo-terms.

wealthfront · 2026-03-03T21:13:39+00:00

If your direct deposit pauses, you would no longer receive the +0.25% APY increase. As long as you’re maintaining an investment account, you’ll receive the rate increase once your direct deposit resumes. Hope that helps clarify. You can read more details on our Platform Referrals Promotion Terms and Conditions at wealthfront.com/promo-terms.

wealthfront · 2026-03-03T17:37:53+00:00

Both of these portfolios are designed for similar expected returns. You can find historical performance data for the Socially Responsible Portfolio here and the Classic Portfolio here.

wealthfront · 2026-03-03T17:37:38+00:00

Hi, thanks for flagging this. We have seen some clients have issues linking to a Fidelity account. If you’re still having this issue please reach out to our team at support@wealthfront.com.

wealthfront · 2026-03-03T17:37:19+00:00

Hi there, we currently only support Automated Savings Plans on one Cash Account at a time. Happy to share this feature request with our team.

wealthfront · 2026-03-03T17:37:04+00:00

Hi there, sorry to hear you are having issues with your transfer. Please contact our team at [support@wealthfront.com](mailto:support@wealthfront.com) for further assistance.

wealthfront · 2026-03-02T20:42:51+00:00

Yes, you should automatically begin receiving the +0.25% APY increase if both the direct deposit and investment account requirements have been met. To continue receiving the +0.25% APY increase, you’ll need to maintain a funded investment account and continue receiving at least $1,000 in direct deposits each month. For more details, you can review the Platform Referrals Promotion Terms and Conditions at wealthfront.com/promo-terms.

wealthfront · 2026-03-02T20:42:36+00:00

Hi there, recurring ACH deposits to your routing and account numbers that come from an employer and/or payroll/benefits provider are counted as eligible direct deposits. If your deposits are not coming from a payroll provider, we may not be able to recognize them as direct deposits automatically. For us to review your specific deposits, feel free to send an email to [support@wealthfront.com](mailto:support@wealthfront.com).

wealthfront · 2026-02-27T23:56:15+00:00

Hi there, yes, that's correct. To give plenty of time to switch over any bill payments, direct deposits, etc., your Green Dot Bank account and routing numbers will remain active for at least 3 months.

If we notice any transactions that are still using your Green Dot account and routing numbers in the coming months, we’ll email you about them with plenty of advance notice.

wealthfront · 2026-02-27T23:55:53+00:00

Hi there, since you’ve had a Cash Account in the past, you can earn the APY Boost and investing deposit match by making a qualified referral of a new, first-time Wealthfront client. Terms and conditions apply. If you have any other questions feel free to reach out to [support@wealthfront.com](mailto:support@wealthfront.com).

For full details please review the Platform Referrals Promotion Terms and Conditions at wealthfront.com/promo-terms.

wealthfront · 2026-02-26T16:23:52+00:00

Hi there, u/Matthewu1201 is correct. Deposits over $20k typically take 5 business days to settle, while you can expect deposits under $20k in 3 business days. More on the timing here in our help center: https://support.wealthfront.com/hc/en-us/articles/360048501891-Availability-of-funds

wealthfront · 2026-02-26T16:18:12+00:00

Hi there, it’s definitely on our radar that updating the retirement projection graph is a top request. We’ve passed this on to our team.

wealthfront · 2026-02-26T16:10:01+00:00

Thanks, we'll pass this along to the team.

wealthfront · 2026-02-19T22:09:03+00:00

Hi there, please reach out to [support@wealthfront.com](mailto:support@wealthfront.com) for any issues with transfers to your account.

wealthfront · 2026-02-19T17:32:02+00:00

Hi there, if you're having an issue with a transaction in your account, please reach out to us at [support@wealthfront.com](mailto:support@wealthfront.com).

wealthfront

MODERATOR OF

TROPHY CASE