Under the USD section of your dashboard, you will see a section that says "pending." The pending inflow is an estimate of the final amount - after the account is settled and assets sold or removed.
For example, if Alice has a pending inflow for a $50k IRA transfer, but the final amount ends up being more or less, there is no need for Alice to worry, as this $50k is merely an estimate and she is not committed to that exact amount.
Is there anything I need to do to move my inflow along?
Having a pending inflow on your dashboard doesn’t necessarily mean there’s anything for you to do, but please make sure to consider the following:
- For an IRA transfer, have you submitted the transfer form through your portal? These forms are provided shortly after you complete your DocuSign agreement.
- For a 401(k) rollover, have you been able to initiate with your current custodian using the instructions we emailed? Has the custodian issued a check for your rollover? If the answer to these questions is no, please follow up with your custodian.