For IRA accounts, you can transfer between Robo and Self-Directed IRA accounts by contacting an Investment Specialist at 855-525-7634 or chatting with us online.
Please Note: you are only able to transfer between the same type of IRA, i.e. Roth IRA to Roth IRA or Traditional IRA to Traditional IRA.
For non-IRA accounts, you must transfer funds to your linked bank account and then to the account you wish to receive the funds.
If you have any questions or need assistance with this, please contact an Investment Specialist at 855-525-7634 or chat with us online!