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  3. Conversions

How long does a conversion take to process once the form is signed?

  • Updated December 22, 2022 17:29

Conversions are usually processed by our custodian within three business days. The value of the assets converted is determined by the date of signature, not the date of processing.

Related articles

  • Can I convert assets?
  • What form needs to be completed?
  • How will I be notified the form was sent to me?

Articles in this section

  • What is a Roth conversion?
  • When can I do a Roth conversion?
  • What form needs to be completed?
  • How long does a conversion take to process once the form is signed?
  • Roth MAGI Limits 
  • What is the conversion fee?
  • What is tax withholding on the conversion form?
  • Can I convert assets?
  • Can I do a partial conversion?
  • How will I be notified the form was sent to me?
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