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:
- Wealthfront Individual Cash Account
- Wealthfront Joint Cash Account
- Wealthfront Individual Investment Account
- Wealthfront Joint Investment Account
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
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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