Yes! We would be happy to help you do so. The process is straightforward, and we make it easy by guiding you through every step.
Your outside IRA would be rolled into an IRA account with Managed Portfolios. To start the process
- Log in to your Axos Invest Managed Portfolios account
- Click on “Funding”
- Select “Rollover Accounts”
- Select the type of account that you would like to transfer to Managed Portfolios.
- Answer the remaining questions regarding the account you are transferring and click “Confirm Transfer.”
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 transfer 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