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Accounts compatible with Autopilot

Compatible accounts

When you set up Autopilot, you’ll be asked to choose a Monitored Account (the account Autopilot monitors each day) and a Destination Account (the account Autopilot puts your extra cash).

For your Monitored Account, these are compatible:

For your Destination Account, these are compatible:

Incompatible accounts

Autopilot is currently unable to transfer cash to or from the following Wealthfront accounts:

  • Trust Cash Account
  • Trust Investment Account
  • Roth IRA
  • Traditional IRA
  • SEP IRA
  • 529 College Savings Plan
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