Updated
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*
|
- 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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