Wealthfront currently supports the following account types:
- Personal investment accounts (i.e. regular taxable brokerage accounts, not an IRA)
- Joint accounts (specifically, joint tenants with right of survivorship, or JTWROS)
- Trust accounts
- Traditional IRAs
- Roth IRAs
- Simplified Employee Pension (SEP) IRAs
- IRA transfers
- 401(k) rollovers
- 529 college savings plan accounts
Currently we do not support inherited / beneficiary IRAs.
Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.
Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.