Updated
Accounts compatible with automated savings
Compatible accounts
When you set up automated savings, you’ll be asked to choose an account to fund your plan, which is the account that we'll use to check for excess cash.
These accounts are compatible for the account you use to fund your automated savings plan:
These are the accounts that you can move money to in your automated savings plan, based on your source account:
From a linked external checking account:
- Wealthfront Cash Account
- Cash categories
- Traditional IRA
- Roth IRA
- SEP IRA
- 529 Plan
- Wealthfront Individual Investment Account
- Wealthfront Joint Investment Account
- Wealthfront Trust Cash Account
- Wealthfront Trust Investment Account
From a Wealthfront Cash Account:
- Cash categories
- Traditional IRA
- Roth IRA
- SEP IRA
- Wealthfront Individual Investment Account
- Wealthfront Joint Investment Account
Incompatible accounts
Automated savings is currently unable to transfer cash from a Wealthfront Cash Account to another Wealthfront Cash Account, Joint Cash Account Category, or a 529 account. Learn more
Cash Account and Autopilot is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), a member of FINRA/SIPC. Neither Wealthfront Brokerage nor any of its affiliates are a bank, and Cash Account is not a checking or savings account. We convey funds to institutions accepting and maintaining deposits. 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”).
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