Are there any fees for transferring my account to Wealthfront?

Wealthfront does not charge any fees to transfer investments from another firm to your Wealthfront account, but your other firm may charge an account closing and/or transfer fee (often called an “ACATS” fee).

If your firm does charge a fee, they’ll generally deduct it from your transferred balance, either during the transfer or after your investments arrive at Wealthfront (in which case you’ll see this fee as a transaction in your Wealthfront account). If we’re aware that your other firm charges a fee, we’ll give you a heads up before you request a transfer. To determine which fees may apply to your transfer, contact your other firm. Note: Wealthfront does not reimburse fees charged by other firms.

Once your assets arrive your account will be subject to the Wealthfront advisory fee.

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