Menu

Updated

Rollover: Can I consolidate a number of old 401k Roll over accounts into one?

Yes! You can consolidate multiple 401(k)s from previous employers into a single IRA account at Wealthfront.

You can find rollover instructions here.

If you have an IRA account open and funded with us already, simply click the "Transfer / rollover" button on your dashboard.

If you do not have an IRA account open with us yet, during the account opening signup flow you can select "Roll over a Traditional 401(k) or other workplace retirement plan" or "Roll over a Roth 401(k) or other workplace retirement plan" for the account Type.

For the rollover process itself, the vast majority of 401(k) providers will liquidate your account and send a check per your instructions.

 

 

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.

This article is not intended as tax advice, and Wealthfront does not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Wealthfront assumes no responsibility for the tax consequences to any investor of any transaction. Investors and their personal tax advisors are responsible for how the transactions in an account are reported to the IRS or any other taxing authority.

Was this article helpful?