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Can I transfer my existing IRA to Wealthfront?

Yes. Please open an IRA account on our website by clicking "open new account" for current clients, or "invest now" if you are not yet a client. Then select the option to "transfer an existing account". Complete the information and your IRA will automatically transfer in 5-10 business days.

Please note that we will sell any positions in your existing IRA account upon transfer to Wealthfront and reinvest the proceeds per your Wealthfront investment plan.

Transferring your existing IRA to an IRA at Wealthfront is not a taxable event.

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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.

This article is not intended as tax advice, and Wealthfront does not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Wealthfront assumes no responsibility for the tax consequences to any investor of any transaction. Investors and their personal tax advisors are responsible for how the transactions in an account are reported to the IRS or any other taxing authority.