Updated
Which account types can I transfer into Wealthfront?
Most of the time the account types on both sides must match exactly in order to complete an account transfer.
Example: If you have a Roth IRA at your other institution, you will need to have a Roth IRA open at Wealthfront in order to complete a transfer.
Compatible account types:
|
External account type |
Compatible Wealthfront account types |
|
Personal account owned by you |
-Personal account owned by you -Joint account owned by you and another person* -Trust account with you and another person as trustees* * We don't support this transfer for external institutions that require authorization from anyone other than you. |
|
Joint account owned by you and another person |
-Joint account owned by you and another person |
|
Trust account with you and another person as trustees |
-Trust account with you and another person as trustees |
|
Traditional IRA |
-Traditional IRA -Rollover IRA -SEP IRA |
|
Simplified Employee Pension (SEP) IRA |
-Traditional IRA -Rollover IRA -SEP IRA |
|
Simple IRA* *Special Rules apply |
-Traditional IRA -Rollover IRA -SEP IRA |
|
Rollover IRA |
-Traditional IRA -SEP IRA |
|
Roth IRA |
-Roth IRA |
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