Most custodians will not accept electronic signatures. This includes DocuSign as well as any electronically generated signatures from programs like Adobe. There are exceptions to this rule but we will provide you with the necessary instructions to ensure your transfer form is delivered using your current custodian’s preferred method of delivery.
Need Help?
Contact Support: [email protected]
Hours of Operation: Monday-Friday 9AM-5PM PST
Response times may vary. Inquiries are typically addressed within 24 hours.
We always recommend speaking with a financial advisor and/or tax professional, as it is crucial for making informed decisions that are in compliance with current regulations, and tailored to your specific financial situation. This document is for informational use only and should not be considered financial advice. Cryptocurrency investments and IRA regulations are complex and can change. It's essential to conduct your own research and consult professional advisors before making any financial decisions related to cryptocurrency in an IRA.