Menu

Updated

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.

Was this article helpful?