Yes! We would be happy to help you do so. The process is straightforward, and Axos Invest makes it easy by guiding you through every step.
Your outside account would be rolled into an IRA account with Managed Portfolios. To start the process
- Log in to your Managed Portfolios account
- Click on “Funding”
- Select “Rollover Accounts”
- Select the type of account that you would like to rollover to Managed Portfolios
- Answer the remaining questions regarding the account you are rolling over and click “Confirm Rollover
You will then be prompted to upload a recent statement for the account that you are rolling over. Once this is uploaded our client service team will review this and provide you with the next steps in the rollover process via your online dashboard.
You can review the pending rollover and see the steps needed at any time. To do so,
- Click on Funding
- Select “View Rollovers.”