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What is the minimum dollar amount required to transfer from another brokerage firm to Wealthfront?
When moving assets in-kind to Wealthfront from another brokerage firm, you must transfer investments and/or cash totaling at least $100.
What if I have less than $100 of cash/securities at another brokerage?
If your account is a taxable investing account:
- You can liquidate and withdraw from your account at the current firm. Note: selling your investments is a taxable event. To learn how this may impact your taxes, consult a tax advisor.
- Transfer funds into your Wealthfront investing account. Note: the minimum deposit for a taxable Wealthfront Portfolio is $500 for initial funding, $100 for additional deposits to an existing Wealthfront account. For our Direct Indexing products, the initial funding minimum is $5,000.
If your account is a tax-advantaged account (e.g., 401(k), IRA, 529), there are no minimum non-ACATS transfer requirements (e.g., cash deposit, wire or check). We recommend consulting a tax advisor before proceeding.
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