Expansion of APY incentive eligibility

We’ve expanded the eligibility requirements for earning a 0.25% APY increase on the cash in your Cash Account to include monthly recurring deposits from a linked external account, in addition to direct deposits. This update was made in response to client feedback, particularly from self-employed clients.

**Program details and eligibility:** To qualify for the +0.25% APY increase on the cash in your Cash Account(s), follow these two steps:

1. Maintain recurring deposits of $2,500 monthly into any Wealthfront Account or receive at least $1,000 in eligible direct deposits to your Cash Account per month. 2. Maintain a funded Wealthfront investment account.

**How to set up recurring deposits** Eligible recurring deposits must be automated electronic transfers initiated through the Wealthfront app or website from a linked external account. Here’s how to set it up:

1. Log in to your Wealthfront profile. 2. Navigate to **Transfer money** \> **Deposit**. 3. Select transfer **From a linked external account to a Wealthfront Account**. 4. Adjust the frequency setting to a recurring schedule.

As a reminder, this APY increase incentive does not have an expiration date and can be combined with other promotional or referral APY boosts.

For more details, you can review the Recurring Deposit Program Promotion Terms and Conditions at[ wealthfront.com/promo-terms](http://wealthfront.com/promotional-terms).

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*Disclosure: Brokerage products, including the Cash Account, are provided by Wealthfront Brokerage LLC, a Member of FINRA/SIPC Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Investing involves risk, including the possible loss of principal, and past performance does not guarantee future results.*

*The Direct Deposit Plus Investing Program (“DDI Program”) from Wealthfront Advisers LLC (“Wealthfront Advisers”) and Wealthfront Brokerage LLC (“Wealthfront Brokerage”) collectively, “Wealthfront” provides eligible clients a 0.25% annual percentage yield (“APY”) increase above the current base APY (paid by* [*Program Banks*](https://www.wealthfront.com/programbanks)*) on total eligible Cash Account balances. Wealthfront may change or end the program at any time and determines eligibility at its discretion. See the full* [*terms and conditions*](https://www.wealthfront.com/promotional-terms) *for additional details.*

*To qualify, eligible clients must: (i) maintain a personal individual or joint Cash Account in good standing with at least $1,000 in settled and cleared recurring monthly ACH direct deposits of income* ***or*** *$2,500 or more in automated recurring electronic deposits from an external account into the Eligible Cash Account or an Eligible Investing Account, and (ii) maintain a funded personal, joint, or trust investing account in good standing with Wealthfront Advisers. The 0.25% APY increase applies only while these requirements continue to be met.*