Wealthfront does not allow for in-kind partial transfers, they allow for full account transfers only. Please note that if your account holds the Wealthfront Risk Parity mutual fund, Wealthfront will liquidate the position and deliver the proceeds to your new firm after the initial transfer takes place.
Our latest research shows that Wealthfront does not charge a fee for outgoing transfers, but please refer to their website for the most up-to-date information on applicable fees and policies.
Read more here.
Still have questions or want assistance with your ACATs transfer? We're here to help. Please email us at membership@artafinance.com.