Looking at opening a Wealthfront account. There’s a section to put in stocks I’m restricted from purchasing - seems unrealistic to enter ALL of our restricted entities manually. What have y’all done?

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Posting as :
works at
You are currently posting as works at

Currently a senior associate if that’s relevant

Check to see if you are actually restricted to hold stock via etf not direct holding.

You need a referral? You’ll get an extra 5k of free management.

You're technically not allowed to use it at all

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TIA !!

Hiring Now..!
interested candidates, share CV's to
latha.nayak@gamechangerit.com

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