We don’t charge any fees to transfer between your cash and taxable investment accounts and there is no limit on the number of transfers you can make.
The minimum dollar amount to transfer into an investment account is $100.
The minimum dollar amount to transfer out of an investment account is $250.
Note: For security purposes, there is a 3 business day hold on all new deposits before the funds can be transferred between your accounts. The amount you can transfer between accounts will show as an available balance when entering the transfer amount.
Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), a member of FINRA/SIPC. Neither Wealthfront Brokerage nor its affiliates is a bank.
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.
Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
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