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How do I fund my IRA?

You can do this three ways:

Contribution

Start fresh by contributing cash funds to your new account?

This is a two-step process: (1) you fill out the form, tell us how much you are going to send, and which account to put it in; (2) then you will initiate with your bank. 

Start with the Deposit form here; then once it's been submitted, work your bank to make a deposit per your form.


Transfer

Transferring current cash or assets from an IRA at another institution?

You'll fill out a quick form to start the process and then we'll reach out on your behalf.

Start a new transfer here.


Rollover

Have funds in a sponsored plan - e.g. 401(k) or 403(b) - that you want to move into your new account?

This is a two-step process too: (1) you fill out the form, tell us how much you are going to send, and which account to put it in; (2) then you will initiate with your bank or existing plan sponsor.

Start a new rollover here.