How to transfer
To transfer funds between Wealthfront and your bank, log in and select transfer funds. To transfer funds into Wealthfront, select Put money in. To transfer funds out, select Take money out.
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. There is no transfer maximum.
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 1–3 business days from cash accounts and 3–4 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 funds 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
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.