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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.

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Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.

Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.

Wealthfront prepared this article for informational purposes and is not intended as tax advice nor as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront does not represent that any strategy will result in any of the outcomes described, including the effectiveness of any strategy in reducing tax liability, as this depends on an investor’s specific tax and investment profile. Investors are encouraged to consult their personal tax advisors regarding their unique circumstances and any outcomes/consequences that may result from any investment strategy. 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.

Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.

Financial advisory, planning, and investment management services are offered by Wealthfront Inc. (“Wealthfront”), an SEC registered investment adviser. Brokerage products and services offered by Wealthfront Brokerage Corporation, member FINRA / SIPC, and a wholly-owned subsidiary of Wealthfront.