Menu

Updated

How can I transfer part of my brokerage account at another institution?

You can complete a partial transfer from your account at another institution though the industry-standard ACATS process that allows us to request your funds electronically.  

  1. Log in to your account and click “Transfer or Rollover.”  
  2. Log into your other institution's account through the Wealthfront site.
  3. We review the current positions in your external account and allow you to select the securities you want to transfer.  Everything else is left in your account at the other firm (you can always transfer the rest later). Please make sure that the funds you leave with your current firm meet any required account minimums.

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.

Was this article helpful?