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Yes, you can - here is their FAQWhat types of accounts does Wealthfront currently support?We often get this question at Hedgeable. We have over 20 account types offered -As our clients needs expand, the number of accounts they have with Hedgeable often grows as well. There are many different types of accounts that clients can open (listed below) to serve various goals and objectives: retirement, general wealth accumulation, gifting to a minor, and more.Benefits of Having More than One AccountWith multiple accounts, it can be hard to keep track of. How is one account being managed versus the other? Is one hand washing the other? Many of our clients open up all of their accounts with Hedgeable to ensure that strategies and investment holdings aren't duplicated across their overall financial picture. By doing this, they allow us to manage their full financial picture, to mitigate risk across all account types.Beyond that, it's helpful to have all accounts on one platform. Instead of needing to log on to separate sites to view account analytics, performance, or even remembering separate logins, Hedgeable brings everything into one simple picture. You can even manage recurring contributions into each of your account, to be taken out of your checking at a frequency of your choosing.Types of AccountsIndividual - TaxableYour bread and butter for first investment account at Hedgeable. Do you have a big chunk of money earning 0% interest in your savings account? Do you only have a couple bucks to spare until you win the Powerball? Either way, we have you covered. With no account minimum, you can open up a regular taxable account to grow and preserve your nest egg.Joint Account - TaxableSometimes, it might be appropriate to open up an account with more than one person. Some spouses decide to open up joint accounts once they get married, family members own certain accounts in joint title, or anything in between. These joint accounts can be formed in different ways: Joint Tenant with Rights of Survivorship, Joint Tenants in Common, Joint Tenants with Community Property, and Joint Tenants by Entirety. Please consult your legal advisor to determine which of these is appropriate for your circumstances and if each account type is allowed in your state of residence.Traditional IRATraditional IRA's have become as ubiquitous as commercials with older balding gentlemen telling you how important it is to save for retirement. Through our platform, you can easily start saving for retirement by making contributions from your checking account. Per the Internal Revenue Service (IRS), you can contribute $5,500 to your account per year (or $6,500 if you are older than 50). The funds that you put into the account are tax-deductible; so, the IRS will grant a credit to you, making your IRA contributions effectively before-tax. Your account will grow tax-deferred--that is, you will not pay taxes on any earnings. Once you make a retirement withdrawal after age 591/2, they are taxed as ordinary income without penalty.Rollover IRADo you have 401(k)'s scattered across previous employers? Rollover IRA's allow you to combine 401(k)'s that you may have had at previous employers into one account. By doing this, it allows you to maintain the tax-deferred status from your 401(k), without a penalty. In addition, as your continue to save for retirement and your account size grows, you can take advantage of our fee breakpoints. From an account management and logistics standpoint, the Rollover IRA is essentially the same thing as a Traditional IRA.ROTH IRAMany Hedgeable clients take advantage of a Roth IRA, in addition to a Traditional IRA. Unlike a Traditional IRA, contributions to ROTH IRA's go in after-tax, and are withdrawn tax-free (as long as they are a qualified retirement distributions after age 591/2). This tax-free growth can be compelling for younger clients that want to take advantage of longer time horizons for their retirement. In addition, many clients utilize ROTH conversions, a strategy that recognizes taxes in a Traditional IRA immediately and moves the proceeds to a ROTH IRA. Please consult your tax advisor to determine if ROTH conversions are appropriate for you.Solo 401(k)Did you know that you don’t have to work for a large company to have a 401(k) plan? It is true. Called a Solo or Individual 401(k), this account type allows you and a spouse to take advantage of the same 401(k) rules that employees of large organizations can. In fact, it is one of the most popular Hedgeable account types, and Hedgeable remains the only major digital wealth manager that offers these account types. There are only about 750,000 401(k) plans in America, yet there are over 25 Million sole proprietorships and single member LLCs in America. You can be a young doctor, dentist, lawyer, accountant, painter, landscaper, consultant, recruiter, and dozens of other occupations and get a Solo 401(k) setup. Regardless of professional title, if you are a "1099 employee" or if you own your own business, you may be eligible to open up a personal 401(k). Unlike SEP IRA's, Solo 401(k)'s can be set up to allow loans from the plan.For these plans, contributions are made by the employee and the employer (even though you are effectively both, since you own your own business). Just like Traditional 401(k)'s, employee contributions are limited to $18,000 (or $24,000 if you are older than 50). Employer's can make non-elective contributions up to 25% or compensation, or as defined by your plan. Please consult your tax advisor to determine what is most suitable when setting up a plan, and how much you can contribute each tax year.ROTH Solo 401(k)Hedgeable allows its clients to participate in a ROTH Solo 401(k) for qualifying small business owners or "1099 employees"! These follow the same contribution rules and procedures, the contributions are after-tax instead of pre-tax, akin to ROTH IRA's compared to Traditional IRA's.SEP IRASEP IRA's are a useful type of account for self-employed or "1099" individuals and provides a higher contribution limit than Traditional IRA's. For 2016, contributions cannot exceed the lesser of 25% of compensation, or $53,000, whichever is smaller.Since there are no employee contributions, it is most useful for a small business owner with no employees. Also, unlike a Solo 401(k), you cannot take advantage of the ROTH option. Historically, SEP IRA's have been a useful tools for self-employed individuals looking for higher contribution plans to save for retirement. Please consult your tax advisor to determine how much you can contribute to your plan each year.SIMPLE IRAA SIMPLE IRA has been used as a low-cost alternative to 401(k)'s for small businesses. This option allows employees to make contributions, while usually requiring employers to pitch in with employer contributions. Unlike a traditional company 401(k), SIMPLE IRA's do not require the complexity of third-party-administrators or annual safe-harbor testing. For 2016, employees can contribute up to $12,500 (or $15,500 if they are older than 50). It is common for employer's to contribute 3% of employees salary with immediate vesting, but this depends on how the plan is set up. SIMPLE IRA's can not be set up for more than 100 employees at any time during the preceding year. Please note, at this time, the IRS does not allow for a SIMPLE IRA to be a ROTH IRA.Custodial Account (UGMA/UTMA)Custodial accounts are a great way to gift cash or securities to minors. In most states, minors are not allowed to own stocks outright or open an investment account for themselves. Under the Uniform Gift of Minors Act (UGMA) or the Uniform Transfer of Minors Act (UTMA) minors can receive cash or securities while an appointed person (who cannot be a minor) manages the account until the minor reaches the age of majority. You can contribute as much as you want to this account, as long as it complies with the requirements of the gifting limits imposed by the IRS ($14,000, or $28,000 for married couples).Personal & Business Trust AccountsHedgeable accepts personal trust accounts, that can be set up in a variety of forms. Regardless of if the plan is revocable, irrevocable, or a "dynasty trust", we can accept the account and begin to invest for the trust beneficiary's goals and objectives. Trust accounts can be opened for a variety of reasons: planned giving strategies to charities, to give part of an inheritance to someone while abiding by certain rules and stipulations, to care for a mentally challenged or disabled person, among other reasons. Please consult with a trust and estate attorney for future guidance on which trust is most appropriate for you.Businesses can open trust accounts as well, to hold money on behalf of clients, the company, or to met certain regulation requirements. In some cases, it may be appropriate to invest the cash instead of letting it sit in a bank account earning next to nothing in interest.What We Do Not AcceptPlease see my answer on trusts that are available to wealthy Americans.You were born poor, but now you are rich. How do you ensure your family will still be wealthy beyond three generations?We do not offer many of these trust types.Although our clients have multiple accounts with us at Hedgeable, this may not capture their full financial picture. Homes, credit card debt, and mortgages are all examples of assets/liabilities that can not be held at our custodian. To get around this issue, we provide account aggregation services on our platform.Disclaimer: This is not a solicitation to buy or sell securities or an offer of personal financial advice. Past performance is not indicative of future performance. It is suggested you seek out the help of a financial professional before making any investing or personal financial management decision.

Thanks for the question and for starting the conversation.Betterment Institutional (B.I.) is a new experience for advisors and clients alike. With technology designed to streamline a client’s investment process and accelerate an advisor’s ability to serve their clients, B.I. is the leading digital platform for advisors.B.I. gives advisors the tools they need to change the experience for all parties in wealth advisory. Advisor practices will become more productive, more efficient, and provide a next-generation interface for their clients. With B.I., advisors can bring the best of digital advice to their clients, automate their back office, and spend time in front of clients, building new business and strengthening existing relationships.Key features of the platform include:Paperless signup: Clients enroll online with no paperwork or signatures needed including approving advisor firm agreementsBranded client experience: An advisor’s brand is front and center in the client experience, emails, and statementsWeb and mobile apps: Clients can access their accounts through the web or on-the-go with iPhone and Android appsAutomated billing: B.I. automatically tracks, calculates, and distributes advisor feesAdvisor dashboard: Advisors have access to a real-time dashboard that provides transparency into their business and helps them manage client portfoliosSecure co-browsing: Advisors can securely access the client experience, and run a virtual meeting to set up client accounts, answer questions, and review performancePlanning tools: We make it easy for advisors to help their clients select the right goals, and develop the right plan, whether they are building wealth or in retirement.Tax Loss Harvesting+: Daily, continuous tax loss harvesting scans client portfolios for opportunities to realize lossesTax optimization: Optimal tax lots are selected to minimize capital gains taxes, and cash flows and dividends are used to tax-efficiently rebalance portfoliosTax Impact Preview: Allows a client or advisor to see the tax impact of a withdrawal or allocation change before they make the transactionRetirement Income: Enables retired clients to work with their advisor on developing a tax-efficient and safe income planCustom portfolios: Advisors who commit meaningful assets to the platform can work with Betterment’s investment team to create custom ETF portfoliosIntegration: The platform integrates with financial planning tools and portfolio management systemsAccount TypesWhile ACH has been the primary method for transferring into a Betterment account, we also accept wire transfers. In addition, any IRA can be rolled over into a Betterment account including:Traditional IRAsRoth IRAsSEP IRAsSimple IRAs401(k)sPension plansProfit sharing403(b)401(a)457(b)Thrift Savings PlansProduct updatesB.I. is constantly updating our product and releases new features every week. Please check back for the latest updates or reach out to us to find out more: https://www.bettermentinstitutional.com/connect

Building on Robert’s answer:If what you have is a Roth IRA, then if you move money from there to any account that isn’t itself set up as a Roth IRA, it’s considered a withdrawal. Say you have just one Roth IRA, you’ve contributed a total of $10,000 to it, and there’s currently $15,000 in it. The first $10,000 worth of withdrawals will be tax-free and won’t be considered a premature withdrawal at any time (so there won’t be a 10% penalty tax on it). But after that, any money withdrawn prematurely (meaning you weren't yet 59½ and/or you didn’t wait till at least January 1 of the fifth calendar year from the year of your first Roth IRA contribution) will be taxable and – unless you qualify for an exception – subject to the 10% penalty tax.If your IRA is any type other than Roth, then in addition to a tax-free rollover to another IRA with the same tax treatment, you also have the option of rolling money over to a Roth IRA. In that scenario (commonly known as a “Roth” conversion), any amount you move that hasn’t already been taxed will count as taxable income for that year, but there won’t be a 10% penalty tax even if your younger than 59½.Finally, if what you have is a SIMPLE IRA (“SIMPLE” standing for Savings Incentive Match Plan for Employees), then there's an extra twist. If less than two years have passed from the date of your first SIMPLE IRA contribution, then the penalty tax for premature withdrawals (withdrawals before you turn 59½ that don't qualify for an exception) goes up from 10% to 25%!