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Which Wealthfront accounts can I transfer between?

You can transfer funds between some Wealthfront accounts and not others. (As a reminder, you can transfer funds between external bank accounts and any Wealthfront account).

We support:

  • Internal transfers between Cash Accounts (Individual or Joint) and Taxable Investment Accounts (Individual or Joint)
  • Contributions from Cash Accounts (Individual or Joint) to IRAs (Traditional, Roth, SEP)

We don’t support:

  • Internal transfers between two Wealthfront Cash Accounts
  • Internal transfers to or from Trust Taxable Investment Accounts 
  • Internal transfers to or from Trust Cash Accounts
  • Internal transfers to or from Wealthfront 529 Accounts
  • Distributions from an IRA into another Wealthfront Account (we just support contributions from a Cash Account into an IRA)

 

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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”).

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