Have you initiated the rollover with your previous custodian?
- If yes, your funds should be on the way. Once we receive your rollover check, we will email you the release date. After the release date arrives, we will email you again, letting you know your funds have been released and you are ready to buy and sell.
Note: Checks may take 7-10 business days to arrive.
- If not, please review the Funding Instructions we sent you via email. You are required to call your current custodian and initiate the rollover.
Was this article helpful?
3 out of 5 found this helpful