Wealthfront

Read one of the authenticated user's Wealthfront accounts by accountId. Returns the account type and total value, plus cash balances for cash accounts, or uninvested cash and holdings grouped by asset class for investment accounts. Amounts are in the currency named by the currency field, as of the asOf timestamp. Unavailable fields are omitted rather than reported as zero. Closed, closing, and unfunded accounts cannot be read.

List the user's Wealthfront cash, investing, and Portfolio Line of Credit accounts with current balances.

Return the investing strategy (product name and per-asset-class target and current weights) for a Wealthfront-managed account that follows an asset-allocation strategy. Excludes self-directed accounts like Stock Investing (no managed strategy) and managed products without a comparable allocation such as the Automated Bond Ladder. Returns an explanatory error when the portfolio type is unsupported or has no strategy yet.

List Wealthfront's products with a plain-language description and a link to learn more.

Validate a proposed set of target weights for a customized investing portfolio and return a link to review and apply the change. The proposed weights are a full replacement allocation and must sum to 100.