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).
- 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.
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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