Open a Rollover IRA account

Consolidate existing 401(k)s into one easy-to-manage IRA with a 401(k) Rollover.*

Opening an account takes 5-10 minutes:
  1. Provide basic investment details
    This helps us tailor your investment options.
  2. Choose Mutual Funds for your Rollover IRA
    Research Mutual Funds or switch to a Brokerage Rollover IRA account to invest in ETFs, stocks, and other securities.
  3. Provide personal details
    We'll use these to secure and verify your account.
You will need:
  • A minimum of $1,000
  • Name of the provider that holds your account
  • Name of your former employer
  • Your Social Security number
  • Permanent U.S. residence information
*Consider all available options, which include remaining with your current retirement plan, rolling over into a new employer's plan or IRA, or cashing out the account value. When deciding between an employer-sponsored plan and IRA, there may be important differences to consider, such as range of investment options, fees and expenses, availability of services, and distribution rules (including differences in applicable taxes and penalties). Depending on your plan's investment options, in some cases, the investment management fees associated with your plan's investment options may be lower than similar investment options offered outside the plan.

Let's find an account that's right for you.
Questions? Call a Financial Consultant at 1-855-793-6611.