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.


  • 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
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