Which types of investing accounts can I transfer into Wealthfront?

In general, you can transfer any brokerage account to Wealthfront without creating a taxable event. The account you're transferring must be the same type of account that you hold with Wealthfront. 

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 investing account types:

External account type

Compatible Wealthfront account types

Individual brokerage account

- Individual Automated Investing Account

- Individual Stock Investing Account*

*Transfers will currently result in a new portfolio being added to your Stock Investing Account

Joint brokerage account

- Joint Automated Investing Account

Trust brokerage account

- Trust Automated Investing Account

Traditional IRA

- Automated Traditional IRA

- Automated Rollover IRA

- Automated SEP IRA

Simplified Employee Pension (SEP) IRA

- Automated Traditional IRA

- Automated Rollover IRA

- Automated SEP IRA

Simple IRA*

*Special Rules apply

- Automated Traditional IRA

- Automated Rollover IRA

- Automated SEP IRA

Rollover IRA

- Automated Traditional IRA

- Automated SEP IRA

Roth IRA

- Automated Roth IRA

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