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Can I move over an existing retirement account to Wealthfront?

Yes. After you’ve decided to move your existing retirement accounts away from your current service, you can move those investments to Wealthfront. The process depends on the type of retirement account you currently have.

Employer-sponsored retirement plans

If you have a 401(k), 403(b), 457, TSP, or other employer-sponsored retirement plan with a former employer and have decided to move out of that plan, you can roll it over to a Wealthfront IRA account. If your plan is with a current employer, however, you can only roll it over to Wealthfront if the plan administrator allows "in-service" rollovers. If you are ready to move an account over, learn more about how to to get started with Wealthfront.

Traditional, Roth, and SEP IRAs

If you have an existing Traditional, Roth, or SEP IRA account and have decided to move out of that account, you can transfer that account to Wealthfront tax-free. See more details from the IRS on IRA rollovers. If you are ready to move an account over, learn more about how to to get started with Wealthfront.

Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

This article is not intended as tax advice, and Wealthfront does not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Wealthfront assumes no responsibility for the tax consequences to any investor of any transaction. Investors and their personal tax advisors are responsible for how the transactions in an account are reported to the IRS or any other taxing authority.

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