We don’t charge any fees to transfer from your cash to 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.
Note: To satisfy anti-money laundering regulations, there is a 5 business day hold on all new deposits before the funds can be transferred to your investment account. The amount you can transfer between accounts will show as an available balance.
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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