Navigate to the home screen and tap the Invest icon
Select Trade and Transfer Assets
Tap the Roll over 401(k)s button on the Account Transfer page
Click the 401(k), 403(b), or 457 button
Choose whether to get assistance through Capitalize or follow the self-submission instructions
Review the types of contributions made to your old account
Select the retirement account for the rollover
Note: If a Roth IRA is not on file the system prompts one to be madeVerify the personal information displayed
Result → The page is redirected to Capitalize to complete a few final steps
Indicate where your old retirement account is held
Note: If unsure, select No and Capitalize helps locate itEnter previous employer and the date left
Review the information and schedule a call to confirm the rollover