Offers
- Wealthfront is offering a $100 bonus when you open your first 529 or custodial account by July 23, 2026 and fund it with the minimum initial deposit ($500)
Fine Press
- The following terms and conditions apply to the Custodial & 529 Incentive promotion (“Custodial & 529 Promotion” or “Promotion”) offered by Wealthfront Advisers LLC (“Wealthfront Advisers”). Under this promotion, new or existing clients of Wealthfront Advisers who qualify and open an automated custodial investment account (“Custodial Account”) or a new 529 college savings plan account (“529 Account”) with Wealthfront Advisers may receive a one-time bonus deposit from Wealthfront valued at $100 provided the applicable terms and conditions are met, as described below.
- The promotion is limited in time and eligibility is determined based on an individual’s account opening and time of funding. To receive a bonus for opening a new custodial account or a 529 account, you must (1) successfully open a new custodial account between June 2, 2026 and no later than 11:59 PM EST on July 23, 2026, or a new 529 account between June 23, 2021 and no later than July 29, 2021 until Standard Time: 2026 (“Account Opening Window”); and (2) fund your new account with at least the standard minimum initial deposit required for this type of account no later than 11:59 PM EST on August 23, 2026 (the “Funding Deadline”).
- When an eligible client opens and funds a new Custodial Account or 529 Account in accordance with these requirements, Wealthfront Advisors will credit the account with a $100 cash value bonus within approximately two (2) business days after the date the account is funded. The bonus for a Custodial Account will be treated as an additional deposit (ie, in the same way as deposits made by the customer). Bonus to a 529 Account will be treated as a payment by Wealthfront Advisors to you, followed by a contribution by you to the 529 Account. You hereby direct Wealthfront Advisors to cause such funds to be contributed by you to your 529 Account. Bonuses will initially be credited as cash, but will be automatically invested in the underlying securities of the Custodial Account or 529 Account, as appropriate. case, in accordance with Wealthfront Advisers standard practices and procedures unless earlier withdrawn. You may not be able to withdraw your Bonus payment before your Bonus is automatically invested. All federal, state and local taxes related to Bonus payments (including taxes related to any securities in which the bonuses are invested, including any sale thereof) and any fees are the responsibility of the customer. Withdrawals from Custodial Accounts and 529 Accounts are subject to legal limitations on use cases, and customers should consult the applicable regulations before choosing to withdraw funds from the account.
- Customers who qualify for a Bonus in connection with opening an eligible 529 Account should be aware that the Bonus will be considered a principal contribution made by them to the 529 Account and this amount will count against any annual, lifetime and any other contribution limits placed on the 529 Account. If you do NOT wish to receive a Bonus in connection with a 529 Account, you must notify Wealthfront Product Support at (email protected) before you fund your 529 account.
- You can only receive one Bonus from this Promotion. A 529 account that would otherwise be eligible for the Bonus but is funded to an amount equal to or exceeding the lifetime limit will not be eligible to receive the Bonus. However, you will remain eligible for the Bonus if you open another 529 Account during the Promotional Light and that additional account is under the lifetime limit. The Custodial & 529 Promotion is only available to new custodial and 529 accounts opened during the account opening window and funded by the Funding Term. You cannot earn a Bonus by opening any other Wealthfront account, and Bonus payments will be credited to your new Custodial Account or as money you direct us to invest as the principal deposit in your 529 account. Wealthfront Employees are not eligible to receive a Bonus. Recipients of a Bonus are eligible to participate in other Wealthfront Advisers account promotions unless prohibited by the terms and conditions of such other promotions. Wealthfront Advisers is under no obligation to open an account for any particular person and may accept or reject an application in its sole discretion. If you fail to open a new custodial account or a new 529 account during the account opening window, or if you fail to fund your account by the Funding Deadline, you will not receive a Bonus. Eligibility decisions will be made by Wealthfront Advisors in its sole discretion. Without limiting the foregoing, Wealthfront Advisors shall have the sole discretion to determine whether any person is eligible for a Bonus and to disqualify any person from receiving a Bonus if Wealthfront Advisors determines, in its sole discretion, that fraudulent activity or a violation of the terms of the Promotion may have occurred.
- Wealthfront Brokerage and Wealthfront Advisors reserve the right to modify or discontinue the Promotion, in whole or in part, at any time without notice. Wealthfront Brokerage and Wealthfront Advisers have no obligation to open an account for any particular person, regardless of that person’s participation in any promotional program, and may accept or reject applications in their sole discretion. All eligibility decisions will be made by the Wealthfront brokerage and/or Wealthfront Advisors in their sole discretion.
- In the event Wealthfront Advisors disqualifies a Bonus after a Bonus has been processed, Wealthfront Advisors reserves the right to recover the amount of interest attributable to the previously credited Bonus to the maximum extent permitted by law.
Our verdict
Apparently it’s a 0.25% annual advisory fee. Don’t think this is worth doing just for the $100 bonus.
