Menu

Updated

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

 

 

 

 

Was this article helpful?

This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

© 2020 Wealthfront Corporation. All rights reserved.