Wealthfront: Save and Invest
Wealthfront
About this app
- Category Business
- Age 10
- Updated Aug 26, 2025
- OS IOS / Android
Editor reviews
Wealthfront: Save and Invest is an automated investing and cash management app that helps you grow money with minimal effort. Build a diversified ETF portfolio matched to your risk level, save in a high-yield cash account, and track goals like retirement or a home purchase. Enjoy intelligent, hands-off features such as automated rebalancing, tax-loss harvesting, and smart transfers that move excess cash into investments. Ideal for busy professionals and first-time investors seeking a simple, data-driven robo-advisor for long-term financial planning and goal tracking.
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How to use:
1. Download the app and create your account, then complete identity verification.
2. Pick a goal such as general investing, cash savings, or retirement, and answer a brief risk questionnaire.
3. Link your bank and fund your account with a one-time deposit or set up recurring transfers.
4. Review the suggested ETF portfolio and risk level, then confirm to start automated investing and rebalancing.
5. Turn on optional features like tax-loss harvesting if eligible, set smart transfers, and monitor your performance and goals over time.
