I opened the new S&P 500 Direct account

I decided to open the new S&P 500 Direct account even though I have the Automated investment account. The low fee was pretty enticing. My current plan is to direct all new investments to this account and just let the Automated investment account ride. I did it for a couple reasons:

  1. I'd like to liquidate some RSUs/ESPP to diversify and minimize taxes and fees
  2. We recently created an estate plan. Currently Wealthfront doesn't support changing an account so that a trust owns it. The best you can is to make the trust a beneficiary of the account. Probably not a big deal but not the best option. Instead, we created a Trust S&P 500 Direct account.

Just sharing my current thought process.