We Believe in Active Management

At Covestor, we believe in our manager's ability to outperform their benchmark. If you remain committed to active management and to your Wealthfront manager, we invite you to join our platform to continue following his moves in real time.

We've made the transition process as seamless as possible for you. The process should take about 5 minutes and you should feel free to call our Head of Client Services, Bhargav, at 866-825-3005 x703 and ask for assistance. We are willing to work with each individual client to ensure we minimize the impact of transaction costs incurred during the transfer process.

To become a Covestor client and continue following your Wealthfront manager and now a Covestor model manager, please follow these steps:

1. Click here to become a Covestor client (3-5 min sign up process)
2. After completion of the Covestor client agreement, do not open a new brokerage account. Instead, fill out this change of advisor form. Our IB Account Number for New Financial Advisor is “F774752″ and the Name of New Financial Advisor is “Covestor Limited”. Fax into IB per the instructions on the form.
3. Give our Head of Client Services Bhargav a call to discuss how we can minimize the impact of transaction costs for you during this transfer.

That's it! In most cases you won't have to sell your positions and incur tax consequences. It'll be like you didn't skip a beat.

Again, if you have any questions about Covestor or becoming a client, please reach out to our Head of Client Services Bhargav at 866-825-3005 x 703.

Covestor Ltd. is a registered investment advisor. Covestor licenses investment strategies from its Model Managers to establish investment models. The commentary here is provided as general and impersonal information and should not be construed as recommendations or advice. Information from Model Managers and third-party sources deemed to be reliable but not guaranteed. Past performance is no guarantee of future results. Transaction histories for Covestor models available upon request. Additional important disclosures available at http://site.covestor.com/help/disclosures. For information about Covestor and its services, go to http://covestor.com or contact Covestor Client Services at (866) 825-3005, x703.