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What do I do if my IRA or 401k administrator didn’t write my Wealthfront brokerage account number on my distribution check?

If your 401(k) administrator does not allow you to include your Wealthfront account number on your rollover check, please instruct the administrator to send the check directly to you.

Check Instructions:

The check should still be made payable to “Wealthfront Brokerage Corporation”. When you receive the check in the mail, confirm that it is made payable to “Wealthfront Brokerage Corporation" and then handwrite your brokerage account number and your name in the memo field (or where it should be) on the check. You can view your account number by clicking on your name, then "Settings" and then the title of your account in the menu on the left. Once you have filled in the additional information, please forward the check to Wealthfront Brokerage Corporation by sending it to:

Wealthfront Brokerage Corporation
PO Box 398773
San Francisco, CA 94139

 

 

 

 

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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