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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

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.

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