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Can I transfer a portion of an existing brokerage account to Wealthfront?

Yes. Wealthfront offers a fully electronic process to transfer all or part of your account from a supported brokerage. Wealthfront will recommend a transfer plan for each of the securities in your account and generate a list of assets to be transferred. You are welcome to edit this list by removing or adding securities (except for certain assets such as mutual funds, penny stocks, bonds, options, and other exotic instruments, which cannot be transferred to Wealthfront).

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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