WealthRabbit Support

How can I transfer my retirement plan from another account to a SEP IRA with WealthRabbit?

 To transfer your retirement plans from another account to WealthRabbit, follow the steps given below.

Step 1: From the dashboard, navigate to ‘My Account’ and select ‘Consolidate Your Retirement Accounts.’

Step 2: You must click ‘Submit New Request’ and complete the necessary information to transfer your retirement plan to WealthRabbit.

Step 3:  Add the necessary information about the retirement plan you are transferring to WealthRabbit and click ‘Save and Continue.’

Step 4: Upload the required document to verify your retirement account and click ‘Save and Continue.’

Step 5: You must review the information and e-sign it. Also, agree to the consent and click ‘Save and Continue.’


 

Step 6: After the successful submission of your request, you will receive a prompt to approve the transfer within 24 hours. Once approved, completing your transfer takes 1 to 2 business days.