Can I send funds from an eligible retirement plan?

  • Updated

Absolutely! Our platform is designed to seamlessly accept transfers and rollovers from a wide range of eligible retirement plans. Whether you're looking to transition funds from a 401(k), 403(b), or any other qualifying retirement plan, we streamline the process to ensure a hassle-free and secure transfer of your assets. 

Take advantage of the flexibility and convenience our platform offers, allowing you to optimize your retirement portfolio with ease.