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How do I transfer my Fidelity Managed Account to Wealthfront?

You can’t transfer a Fidelity account to Wealthfront while it’s enrolled in Fidelity’s Managed Account Service.

If your account is enrolled in that service, follow these steps before submitting your transfer:

  1. Verify that your account was once a Fidelity Managed Account by looking at your nine-digit account number – Fidelity Managed Account numbers start with a Y.
  2. If you haven’t previously removed this service from your account, or if you are unsure, contact Fidelity at 800-544-3455 and ask them to remove the service from your account.

Once Fidelity removes this restriction, log in to Wealthfront and click Transfer or Rollover on your dashboard.



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.

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