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I had no problems transferring stocks held in Wealthfront to Fidelity, using an 'in-kind transfer'. https://support.wealthfront.com/hc/en-us/articles/209353226
by chrisbolt 10y ago
I had no problems transferring stocks held in Wealthfront to Fidelity, using an 'in-kind transfer'.
https://support.wealthfront.com/hc/en-us/articles/209353226-Can-I-transfer-securities-to-and-from-my-Wealthfront-account- https://support.wealthfront.com/hc/en-us/articles/209353226-...
The securities appeared in my Fidelity account, and the cost basis information populated a few days later. It also doesn't trigger a taxable event, and there were no fees for transferring out of Wealthfront.