Updated
How do I close my Automated Investing Account?
There are two ways to withdraw funds and close your Automated Investing Account: you can liquidate the account and transfer the cash to your linked external bank account, or you can transfer out in-kind to another institution. To liquidate your account, log in and click the “Transfer Money” button at the top of the dashboard, select “Withdraw” and then the “Withdraw the entire account balance” option. You will receive your funds via bank transfer (ACH). Please note that liquidating your account may incur taxes.
Once you request a full withdrawal we'll automatically close your account. You'll still be able to log in after your account is closed to access your tax documents and statements. If it's an IRA account please contact our Client Services team.
You can also transfer your account out in-kind to another institution. Please see this FAQ for more information.
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.
Comments are moderated prior to publication