New Accounts:

There are three Steps to completing a Qualified Plan Rollover:

1) Finish an application on our website for a Rollover via the "Open Account" button on the top right.

2) We will then email you funding instructions to proceed. These instructions can be used to initiate the Rollover with your current financial institution. 

3) Your current financial institution will most likely cut a check using the instructions we provide, and will either send the check to you to forward to our Qualified Custodian, or they will send the check directly to our Qualified Custodian. 

Please follow the steps in this article to get started - Get Started.

Please feel free to check out our Introductory Videos and Support Page. 

You can also call us on our support line, (562) 600-8399, from 8AM-12PM; 2PM-5PM PT on weekdays. 

Existing (Funded) Accounts

Please select "Add Funds" from your dashboard and follow the prompts for a 401(k) Rollover if you wish to proceed. Adding the pending inflow is required for us to fund your account once the USD is received. 

We will then email you funding instructions. These instructions can be used to initiate the Rollover with your current financial institution. Rollovers typically take 5-15 business days to complete depending on the current institution. 

You may also find the instructions in your online account Dashboard, in the Funding Instructions (check/wire) section.

Your current financial institution will most likely cut a check using the instructions we provide, and will either send the check to you to forward to our Qualified Custodian, or they will send the check directly to our Qualified Custodian. 

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