Move Money to an Account Here

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Bring Your Account Over.

Enlist a Money Moving Expert

The process to move your money varies depending on the type of account and how you want it transferred. Make it easier on yourself by letting us help. It takes just one call to get started.

A Moving Expert will:

  • Serve as your single point of contact and help manage the move.
  • Offer insights based on our experience with moving money from other firms.
  • Help initiate the move with you.
  • Assist with the right paperwork (ours and the other company).
  • Guide you through investment choices.
  • Monitor the process and let you know when we receive your assets.

Topics to Discuss

Each person’s situation is unique, but our moving experts can help address your specific needs, including these:

Rollover Options – If you’re moving money from an employer’s workplace plan, you have options. We’ll help review them so you can choose which one fits your goals.

Investment Strategy - Discuss your current strategy and how you'd like to invest the incoming assets.

Company Stock - You may be able to keep shares if you own company stock in your plan. We can discuss options.

Consolidating Other Money - If you own other accounts elsewhere, consider consolidating them to simplify managing even more.

Rather Start On Your Own?

Follow the steps to start your transfer or rollover. If you need help along the way, please call 1-888-345-9166.


Start a Transfer

Move a retirement or non-retirement account from another investment company to a similarly registered account with us. (Example:  Traditional IRA to Traditional IRA)

Transfer Checklist


Start a Rollover

Move money between different retirement accounts. Rollovers are typically from a 401(k), 403(b) or another workplace plan to a Rollover IRA here.

Rollover Checklist

Start Your Transfer or Rollover

Call a Transfer & Rollover Specialist at 1-888-345-9166 or open an account.

Open an Account

This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. There are different options available for your retirement plan investments. You should consider all options before making a decision. Our representatives can help you evaluate all of your distribution options.