Wealthfront monitors all accounts it manages for each client to avoid transactions that might trigger a wash sale, and allows clients to link spousal accounts to prevent wash sales across accounts belonging to the same taxable household.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Tax-Loss Harvesting - Methodology

Sources

• Wealthfront Tax-Loss Harvesting - Methodology research.wealthfront.com Wealthfront via serper

Referenced by nodes (2)

• wash-sale rule concept
• Wealthfront entity