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You are here: Home / Investing / Automated Investing / Wealthfront Promotions: $5,000 Managed Free + $5,000 Per Referral

Wealthfront Promotions: $5,000 Managed Free + $5,000 Per Referral

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Wealthfront
  • Editor Rating
  • Rated 4.5 stars
  • 80%
  • Wealthfront
  • Reviewed by:
  • Published on:
  • Last modified: October 26, 2018

Find the latest Wealthfront promotions, bonuses and offers here. Similar to Betterment (another popular option), Wealthfront is another robo-advisor that sets you up with automated investing. Wealthfront is my editor’s pick for automated investing and I currently have an actively managed account open with this provider. See the list of the current best Robo-Advisors here.

For more in-depth reviews of Wealthfront, I like the sources below:

See current Wealthfront offers below.

First $5,000 Managed For Free (Previously $15,000)

Wealthfront trusts that you’ll like their service so much, they have an offer to manage your first $5,000 for free. Their previous promotion prior to April 1 of 2018 was for $10,000 to $15,000 managed for free. The decision to lower this amount was due to Wealthfront investing heavily on new features and services to grow their service even more moving forward. Luckily, you can still make referrals and receive an additional $5,000 managed for free per eligible referral.

  • Promotion has no set expiration date.
  • Get your first $5,000 managed for free
  • Once you become a Wealthfront client, you can also participate in the invitation program and refer your friends where each of you will receive an additional $5,000 managed for free.
  • If you participate in the invitation program, you can reduce your account fees for every person you invite who funds an account with Wealthfront.
Get $5,000 Managed Free

*Update: Wealthfront will no longer manage $10,000 for free for new clients starting April 1st, 2018. If you already have an account with Wealthfront, this will have no effect on your account. You’ll still maintain your original sign-on benefit, along with the referral benefits you’ve earned. They will continue to offer everyone the ability to get an additional $5,000 managed free for every referral who funds a new account (see details below).

Unlimited Referral Bonuses (Get An Additional $5,000 Managed Per Referral)

Wealthfront $5000 Per Referral Offer

Feel free to post your referral links in the comments section below!

Once you have an open and funded Wealthfront account, you can then start making referrals. Just like when you use my referral link above, your referrals will receive the offer for $5,000 managed for free.

For every person you refer that opens and maintains a funded account, you’ll receive an additional $5,000 managed for free. Thanks to Moneysmylife readers, I’ve received numerous successful referrals since posting my link. Again, thank you!

*I encourage anyone who opens an account with Wealthfront to return to this page and post your personal referral link in the comments section.

Get $5,000 Managed Free
*My Investments Disclosure
I'm constantly tweaking my investment strategies as I gain more insight and as investment options evolve. Below is my current lineup.
  • Thinkorswim platform from TD Ameritrade. This is the desktop platform I currently use to trade Forex, Futures and Equities. I mainly swing-trade, entering and exiting positions over a period of days to weeks. For the most part, I base my trading on Technical Analysis, following the tips I've learned from the james16 Chart Thread on forexfactory. As this is a high-risk endeavor, I only use a small portion of my pot.
  • Vanguard funds. As the great Warren Buffet recommends, I invest a good portion into an S&P 500 index fund directly with Vanguard. Most of my investments here are in the VOO Vanguard S&P 500 ETF. With an Expense Ratio of just 0.04%, this is a great way to diversify and save a great deal on fees. I've also decided to diversify further with the total stock market, investing in the VTI ETF with Vanguard.
  • Wealthfront. If you're a good number of years before reaching retirement, many finance experts suggest going with a robo-advisor. I've set my risk tolerance at high for now, and split a good portion of my investment funds between my Wealthfront and Vanguard accounts. With so many good reputable robo-advisors on the market, I decided on Wealthfront based on their track record, client reviews, and because I've been able to waive all management fees through their referral program.
  • Fundrise. I wanted to have an alternative to stocks and bonds, and decided to dip my toes in the private real estate arena with Fundrise. I'm not all-in on this strategy just yet, and only have a small account open.
  • Online Savings. This is how I store my emergency funds. The best online Savings accounts will provide much better rates than your traditional big banks will. You'll be able to make up to 6 withdrawals a month for emergency situations. Click the link to compare the nation's best rates.
  • Bitcoin and cryptocurrency. This is simply for fun and I can't recommend this option to anyone with all the unknowns. My investments in cryptocurrencies are minuscule, but it's fun following the madness.

Here Are More Top Brokerage Promotions To Consider:

I keep all stock broker promotions updated here.

More At MoneysMyLife You May Like:

Check back for the latest promotions and bonuses from Wealthfront here.

FEATURED PROMOTIONS

$350 & $750 HSBC Checking Bonuses$150/$300 TD Bank Checking Bonus$100 Chase Student Bonus$250 BBVA Compass Bonus2.15% APY CIT Savings Builder60k Bonus Miles Barclaycard Arrival® PlusHSBC Cash Rewards Mastercard® credit cardUnlimited $20 Simple Bank Bonuses$3,500 Ally Invest Bonus
HSBC BANK Banner 2

Get a $750 Welcome Deposit for eligible new customers who open an HSBC Premier checking account with qualifying activities.

Get a $350 Welcome Deposit for eligible new customers who open an HSBC Advance checking account with qualifying activities.

HSBC is also offering 2.01% APY with their online HSBC Direct Savings account (available nationwide).

Deposit products are offered in the U.S. by HSBC Bank USA, N.A. Member FDIC. The information, including rates and fees, presented in the review is accurate as of the date of the review. Please refer to issuer website and application for the most current information. We may be paid for the content on this site.

TD Bank $300 Checking Bonus

Apply online for a new TD Bank Checking account to earn either a $150 bonus or a $300 bonus.

Full Review

*Available in: CT, DC, DE, FL, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, VA, VT

Learn More
Chase College Checking Bonus

Earn a $100 sign-up bonus for a new Chase College CheckingSM account with this offer from Chase Bank.

Full Review

*Available Nationwide (Branch Locator)

Learn More
BBVA Compass $250 Bonus

Earn up to $250 in bonuses for a new Checking and Savings account with this offer from BBVA Compass.

Full Review

*Available Nationwide

Learn More
CIT Bank Savings Builder Account Offer 2

Open a new CIT Bank Savings Builder Account (available online nationwide) and get up to a 2.15% APY rate.

Full Review

*Available Nationwide

Learn More

CIT Bank also has a Money Market Account (available online nationwide) that earns 1.85% APY on all balances.

Barclays Arrival Plus Bonus

Earn 60,000 bonus miles worth $630 with the Barclaycard Arrival® Plus World Elite Mastercard®. See Terms

Full Review

Learn More
HSBC Cash Rewards Mastercard $150 Bonus

Earn a $150 cash rewards bonus after spending $2,500 in the first 3 months with the HSBC Cash Rewards Mastercard® credit card.

Full Review

Learn More
Simple Bank Bonus

Open a free Simple Bank account (available online nationwide) and earn a $20 sign-up bonus. Then, start making unlimited $20 referral bonuses.

Full Review

*Available Nationwide

Learn More
Ally Invest Offer

Ally Invest has a promotion where you can earn up to a $3,500 cash bonus, as well as $500 in commission-free trades for 90 days.

Full Review

*Available Nationwide

Learn More

*These responses are not provided or commissioned by the bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the bank advertiser. It is not the bank advertiser's responsibility to ensure all posts and/or questions are answered.

Comments

  4. Re: the October correction…

    I’m at a 4% loss with a risk score of 9.5. Anyone else experiencing better or worse in relation to their scores?

    Reply

    • About the same here, at 4% with a 9.0 risk score. This is for the long haul everyone. I expect a few dips along the way, maybe a few big ones!

      I’m pretty much at break even in total since I started a little over a year ago.

      Reply

      • Absolutely! I still have faith in the WF platform & our stock markets. I intend to stick with my risk score and promote the service. I was just curious what lower tolerance portfolios were experiencing so that newcomers could use these comments as a gauge.

        Reply

        • My 3% loss is with 7.5 risk score and 5 months of investing with Wealthfront. I am investing using dollar cost averaging technique so I guess it is too early to expect any gains given the markets roller coaster ride so far in 2018.

          Reply

  5. Survived October crash with only 3% drop in total value. Thanks to diversification built into wealthfront’s model. And,it is perfect time to enter or infuse more money to your account when market is this low as only direction market eventually will be going is UPWARDS. Please use link below to sign up for a new account and we’ll both get an additional $5,000 managed free.

    https://wlth.fr/2G89emQ

    Reply

  7. In my personal opinion, robot advisors are future of investing for people who want to see their money grow with a peace of mind and also benefit from low fees and less tax on profits.
    Please use my link below and we’ll both get an additional $5,000 managed free.

    https://wlth.fr/2G89emQ

    Reply

    • Yo, AJ! Did you use Natalie’s code to score her the $10,k limit? Our pay-it-forward system was working great. If not, let’s get someone to help her out!

      Reply

  9. Thanks Tony for your website. Great info about money. just signed up with wealthfront and used Justin’s link for referrals. I hope the next person can pay it forward by using my link. thanks ahead of time.

    Tung

    https://wlth.fr/2NjHQtV

    Reply

  10. If you’re reading this article, you’re skeptical like I was. Take the plunge and do it! I plan to use this as a set-it-&-forget-it savings account. It’s like Robinhood on auto-pilot. Sure you could do your own Vanguard purchases, but let these guys take the guess work out of it. They’re legitimate & SEC registered. If we all use the top person’s code, everyone pays it forward to each other & will get at least $10,k managed for free. I used Julie’s, someone please use mine:

    https://wlth.fr/2Nd5cOn

    Reply

    • I agree with this approach. While I appreciate being able to have $400k managed for free due to the VERY MUCH appreciated referrals, I know it will take some time before I’ll be able to invest that much!

      Reply

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