How do I rollover funds from another IRA or previous employer 401k provider into a Carry IRA?
Edited
*Please note we do not currently support:
SEP IRA or 403(b) transfers
Alternative asset transfers
partial incoming account transfers via ACAT or cash (through wire or check) on our website. Any incoming transfer initiated via our website would be a full account transfer.
Step 1: Click Rollover to Carry from the Home Screen
Step 2: Choose the account type you will be transferring over to Carry and click 'Continue'
Step 3: Select the destination account on Carry and click 'Continue'
Step 4: On this page you have 2 options:
1) Select Equities if you want to transfer stocks, ETFs, cash or Carry platform supported mutual funds in your account via ACAT (if your sending custodian supports this for an in-kind transfer)
2) Select Cash if your plan to have your current firm send funds to your Carry account via wire or check. and click 'Continue'
Step 5: Input the approximate balance of the account you're moving over and click 'Continue'
Step 6: Input the account number, name and Firm and click 'Continue'
Step 7: Upload the most recent available account statement for the account you're bringing to Carry and click 'Continue'
Step 8: Complete the e-signature and click 'Continue'
Step 9: Click 'Continue'
Step 10: Confirm your transfer details and click 'Continue' to Submit
Success! You will be brought to this confirmation screen:
