Existing (Funded) Accounts:
Please select "Add Funds" from your dashboard and follow the prompts for an IRA Transfer if you wish to proceed.
Please complete the required information and add your digital signature. Once submitted, you'll see the IRA Transfer as a pending inflow on your account dashboard in the "History" section under "Inflows and Outflows."
Once we process the form, we'll let you know via email when to follow up with your current provider to ensure they are proceeding with the fund movement over to your account here.
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