How to Use Wealthfront
A beginner-friendly guide to getting started with Wealthfront in 2026.
Getting Started: Step by Step
Create your Wealthfront account
Visit Wealthfront's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Wealthfront workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore automated-investing
One of Wealthfront's key features is automated-investing. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore tax-loss-harvesting
One of Wealthfront's key features is tax-loss-harvesting. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore financial-planning
One of Wealthfront's key features is financial-planning. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Wealthfront with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Wealthfront for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Wealthfront's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Wealthfront's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Wealthfront isn't the right fit, here are some similar tools:
Ready to Try Wealthfront?
Automated investment management platform (robo-advisor) offering tax-loss harvesting, financial planning, and high-yield cash accounts with low advisory fees.