We do not support conversions of traditional IRA assets to Roth IRA accounts at this time. If you have an IRA that you are considering moving to Wealthfront and converting to a Roth, please complete the Roth conversion at your current institution before moving the account to Wealthfront.
If you need to move assets from a Roth IRA to a traditional IRA, also known as a recharacterization, please contact our Client Services group for help.
Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.
Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.