Cancelling Wealthfront involves closing your investment account and withdrawing funds, which isn't the same as typical subscription cancellation. This guide covers the complete process for ending your Wealthfront relationship.
Wealthfront account closure requires liquidating investments first, then transferring cash out, and finally closing the account. You can't just cancel like a streaming service — your money needs to go somewhere.
These steps will help you close your Wealthfront account completely. You'll need to liquidate investments and transfer funds before final closure.
Sign in to your Wealthfront account through their website or mobile app using your credentials.
Navigate to your portfolio and select Sell All or manually sell individual positions. This converts everything to cash.
Stock sales typically take 2-3 business days to settle. You'll see the cash balance update in your account once complete.
Go to Transfer and withdraw all remaining cash to your linked bank account. This usually takes 3-5 business days.
Once your balance is zero, contact Wealthfront support to formally close your account. They'll confirm closure and send confirmation.
Wealthfront account closure has some financial implications that differ from typical subscription cancellation.
These points can help you avoid unnecessary tax consequences or missed opportunities.
If you're switching platforms, you might lose Wealthfront's automated tax-loss harvesting. Check if your new platform offers similar tax optimization features.
Make sure your remaining investments (401k, other accounts) maintain proper diversification after closing Wealthfront, especially if this was your primary investment account.
Unlike subscription services, closing an investment account means losing your investment history and tax records on the platform. Download statements before closing.
If you're unhappy with fees or performance, these alternatives might work better than closing your account completely.
If you can't access your online account or prefer speaking with someone, these methods can help you close your Wealthfront account.
Call Wealthfront directly if you prefer to speak with someone about closing your account.
650-249-4250
Email support if you're having trouble accessing your account or need assistance with the closure process.
support@wealthfront.com
Common questions about closing your Wealthfront investment account.
