How do I transfer funds between my Wealthfront accounts?

When you navigate to the transfer page on our website or mobile app, you’ll see an option to move funds between Wealthfront accounts.

Note that we don’t currently support internal transfers between all Wealthfront accounts.

As of 6/19/19, here are the transfers we support:

  • Cash Account => Taxable Investment Account

Please review this link for a more detailed list, including information on account ownership requirements (eg. Individual, Joint, Trust).

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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.

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