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All CollectionsFundingRollovers
Do I need to sign a form?
Do I need to sign a form?
Updated over 5 months ago

Once we receive your check we will send you a rollover certification form to complete via DocuSign before we post your funds. This is your written certification that the funds are being rolled over from an existing tax-free or tax-deferred account. A rollover certification form is required for all rollovers before funds will be available for trading.

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