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      How do I rollover a 401k

      Rolling over a 401k from your current custodian can be different than doing an IRA to IRA account transfer. Below are the steps to take to begin the 401k rollover process.

      1. Reach out to your current plan administrator to initiate the transfer. In most cases they will want the transfer to be initiated from their side and they will request certain information from you.
      2. Typically your plan administrator will mail a check to us to deposit into your account. In order to do this they will look for some of the information below:
        1. The Tradier IRA account number you are looking to rollover the funds to
        2. Who to make the check payable to: Apex Clearing Inc.
        3. Any additional information that needs to be on the rollover check
          1. The check should contain the name that is on your Tradier account and also your Tradier account number. Typically this is done on a FBO (for benefit of) section or a memo line of the check.
        4. Address to mail the check:

          1. Tradier Brokerage

            3420 Toringdon Way, Suite 300

            Charlotte, NC 28277

      3. In some cases the plan administrator will want the request to be initiated from the Tradier side. If this is the case please complete the following account transfer document.

      Things to keep in mind:

      • Please make sure you have the correct IRA account opened at Tradier that you'd like to roll the funds to.
      • Depending on how quick your plan administrator is able to process the request we have seen checks arrive within 7-10 business days.
      • If it important to have the check made payable to Apex Clearing Inc., our clearing firm, and that your name and brokerage account number are also included on the check as mentioned above. If this information is missing it can delay the processing of the transfer.
      • Some plan administrators won't mail a check directly to us. In these cases they will mail the check to you.

      If you still have questions after speaking with your plan administrator please feel free to reach out to our customer support team.

      Tradier does not provide tax advise. Please consult with a tax professional for any tax related items.