Updated
Transfers between Wealthfront Accounts
To transfer funds between eligible Wealthfront accounts, log in to our website or app and navigate to Transfer money and select Transfer.
Supported:
- Transfers between Cash Accounts and taxable Automated Investing or Stock Investing Accounts*
- Contributions from Cash Accounts to IRAs (Traditional, Roth, SEP)
- Transfers between Cash Accounts*
*Trust Accounts are only eligible for transfers if the TIN of the Trust Account matches the SSN of the primary trustee.
Not yet supported:
- Transfers between Investing Accounts
- Transfers to or from a Wealthfront 529 Accounts
- Withdrawals from an IRA to a Cash Account or Investing Account
- Portfolio Line of Credit to a Cash Account
Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), a member of FINRA/SIPC. Neither Wealthfront Brokerage nor its affiliates is a bank , and Cash Account is not a checking or savings account. We convey funds to institutions accepting and maintaining deposits. Investment management and advisory services are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC registered investment adviser, and financial planning tools are provided by Wealthfront Software LLC (“Wealthfront”).
Nothing in this communication should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Advisers 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.
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Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
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