How do I rollover funds from another IRA or previous employer 401k provider into a Carry IRA?

Edited

*Please note we don't currently support SEP IRA transfers or partial account transfers.

Step 1: Open your Carry IRA account

You can open either a:

1 – Traditional IRA

2 – Roth IRA

You can open each one in under 10 minutes, entirely online.

Step 2: Choose the IRA you want to move funds into

Step 4: Click Transfer or Withdraw

Then choose 'Rollover to Carry'

Step 5: Choose the account type you will be transferring over to Carry and click 'Continue'

Step 6: Select the destination account on Carry and click 'Continue'

Step 7: On this page you have 2 options:

1) Select Equities if you want to transfer the funds 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 8: Input the approximate balance of the account you're moving over and click 'Continue'

Step 9: Input the account number, name and Firm and click 'Continue'

Step 10: Upload the most recent available account statement for the account you're bringing to Carry and click 'Continue'

Step 11: Complete the e-signature and click 'Continue'

Step 12: Click 'Continue'

Step 13: Confirm your transfer details and click 'Continue' to Submit

You will be brought to this confirmation screen: