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How can I move my assets to Wealthfront if my other institution doesn’t support electronic transfers for my taxable account?

If your other institution is unable to transfer your account through the industry-standard Automated Customer Account Transfer Service (ACATS) we will not be able to request the funds on your behalf.

If you wish to proceed with the transfer:

  1. Liquidate your existing account and move the funds to your bank account.
  2. Transfer the cash from your bank account to Wealthfront by logging in to Wealthfront and clicking “Transfer Funds” on the dashboard.

Please note that this may be a taxable event. If you have questions about how this may impact you, please consult your tax advisor.

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