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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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