Some institutions make it tricky to find your account number. Here is a step-by-step guide on how to find it for Wealthfront accounts:
- Log in to your Wealthfront account.
- Look for your name on the top right hand side of your screen — click to open the dropdown menu.
- Click “Settings”.
- Find the “My Accounts” section and click on the desired account.
- Your Wealthfront account details will show on your screen (if you are on a mobile device, scroll down passed the “My Accounts” section). Under the account name and account type, you’ll see your 8-digit account number.
Not sure where your old 401(k) is? We can help with that.
Don’t lose track of your money. We’ll help you choose a new retirement account, and handle the paperwork, for free.