Menu

Updated

How do I transfer funds to and from Wealthfront?

How to transfer

To transfer funds between Wealthfront and your bank, log in and select Transfer money. To transfer funds into Wealthfront, select Deposit. To transfer funds out, select Withdraw.

Transfer minimums

For Wealthfront investment accounts, each deposit can be a minimum of $100 and each withdrawal a minimum of $250. For Wealthfront cash accounts, you can deposit and withdraw a minimum of $1. Transfer maximums vary by transfer type, and can be found in this FAQ.

Scheduled and recurring transfers

You can make a one-time deposit or schedule recurring deposits via bank transfer (ACH). Recurring deposits can be scheduled weekly, bi-weekly (1st & 15th), or monthly.

Expected arrival times

Withdrawals typically take 1–2 business days from cash accounts and 2–3 business days from investment accounts. You’ll receive an email confirmation when you request the transfer.

For security purposes, withdrawals may be delayed a few days if you recently made a deposit or are withdrawing to a different bank account than the one used for initial funding. 

Additionally, withdrawals above $250,000 are split over several business days due to banking limitations, so leave ample time for larger transfers. 

Investment account transfers and 401(k) rollovers

To transfer investments from another firm to Wealthfront,  select Transfer money and then select Bring over investments or rollover 401K. We’ll guide you through the process. 

To transfer your Wealthfront investment account to another firm, please review these instructions

Was this article helpful?

This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

© 2020 Wealthfront Corporation. All rights reserved.