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).
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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