Do I need to contact my current custodian to start my rollover?

  • Updated

Rollovers are a proactive step taken by you in collaboration with your existing custodian. After reaching out to your current custodian, our dedicated New Accounts team will furnish you with comprehensive instructions on the subsequent steps. It's important to note that each custodian may have a distinct procedure for rollover requests—some facilitate the process over the phone, while others may require the submission of specific forms. For detailed guidance tailored to your custodian's requirements, please consult our rollover instructions. This ensures a seamless transition of your funds and streamlines the rollover process for an efficient and hassle-free experience.