We currently support the following providers for paperless, e-fax IRA rollovers:
- American First
- Benefit Plans Administrative Services
- Blackrock
- BMO Harris Bank
- Capital One Bank
- Cetera Advisor Networks
- Charles Schwab
- CIT Bank
- Commonwealth Financial Services
- Community America Credit Union
- Contra Costa Federal Credit Union
- Edward Jones
- Exeter Trust Company
- Fidelity
- First Trust Company of Onaga
- Franklin Templeton
- FTJ Fundchoice, Interactive Brokers
- HSBC
- Invesco Investment Services
- Jackson
- Janus
- John Hancock Qualified Annuity
- Lincoln Financial
- Mass Mutual
- Michigan State University FCU
- Nationwide Financial
- Northcoast Asset Management
- Oppenheimer
- Options House
- OptionsXpress
- Pacific Life
- Penn Mutual
- Pentagon Federal Credit Union
- Publix Employees Federal Credit Union
- Quest IRA
- Raymond James
- RBC
- Self Directed IRA Services
- Sterne Agee
- SunTrust
- Thrivent Financial
- TradePMR
- Trust Company of America
- Virtus Investment Partners
- Voya
- Waddell & Reed
- Whitney Bank
- Woodbury Financial Services
Please note that after submitting your rollover to Betterment, it typically takes three weeks for your prior provider to complete the transfer.
Your client’s IRA may be eligible for an even faster transfer. Review the IRAs we currently support with ACATS here. These transfers usually complete in 4 to 6 business days, rather than weeks.