You can send documents to Wealthfront electronically by email and fax, or by physical mail. Most documents related to a Wealthfront account should be uploaded by the client using the secure document uploader link on their Documents page to ensure timely receipt.
For a list of acceptable documents and other requests, please see below.
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Electronic Delivery
We can accept these forms/documents electronically:
- Death Certificates
- Marriage Certificates
- Name Change Certificates
- Spousal Consent Form
- 407/3210 letters
- Non-ACAT transfer forms
- You can transfer funds from a Non ACAT-Eligible Firm using the instructions found here
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Brokerage Operations
We can accept these forms/documents by mail:
- Proxy Voting - read more here
We can't accept these forms/documents:
- Loan verification forms
- Account balance verification forms
- Trust documents
- 529 outgoing transfer paperwork
- We only support indirect rollovers
- Rollover checks should be mailed to our PO Box
- Rollover check instructions can be found here
- Check deposits to an Individual Cash Account should be made using our mobile app
- Mobile deposit check instructions can be found here
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Human Resources
We can accept these forms/documents by mail:
- Local, state, and federal forms or letters
- Maternity/paternity forms
- Employee benefit forms
Mailing address:
Attn: Wealthfront - HR
261 Hamilton Avenue
Palo Alto, CA, 94301
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Finance/Accounts Payable
We can accept these forms/documents by mail:
- Wealthfront invoices
- Vendor bills
Mailing address:
Attn: Wealthfront - Finance/Accounts Payable
261 Hamilton Avenue
Palo Alto, CA, 94301
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Legal
We can accept these forms/documents:
- Subpoenas
- Other Legal documents
- Liens
We can't accept these forms/documents:
- Trust documents
- Power of Attorney
Mailing address:
Attn: Wealthfront Legal
261 Hamilton Avenue
Palo Alto, CA, 94301
You can also email us at: law-enforcement-contact@wealthfront.com
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