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.
- Log in to your account and click “Transfer or Rollover.”
- Log into your other institution's account through the Wealthfront site.
- 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.
This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.
Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
© 2020 Wealthfront Corporation. All rights reserved.