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
Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.
Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.