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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 or 529 Plan. Learn more

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