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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

 

 

 

 

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