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 and Taxable Investment Accounts 
  • Contributions from Cash Accounts to IRAs (Traditional, Roth, SEP)

We don’t support:

  • Internal transfers between two Wealthfront Cash Accounts
  • Internal transfers between two Wealthfront Investment 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)

Note: if you have a trust account with Wealthfront, it is only eligible for an internal transfer if the TIN of the trust account matches your personal SSN.

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