WealthRabbit Support

Can I transfer my existing IRA or other retirement accounts to WealthRabbit?

You can easily consolidate your retirement savings in WealthRabbit by transferring your existing Traditional IRA or other qualified retirement accounts. This allows you to manage all your retirement funds in one convenient place within WealthRabbit.

Follow the steps below to transfer your existing IRA or other retirement accounts:

Step 1: Sign in to your WealthRabbit account.

Step 2: Go to the ‘My Account’ section from the sidebar menu.

 

Step 3: On your account summary page, click the ‘Consolidate Your Retirement Account’ button to begin the transfer process.

 

 

Step 4: Enter the details of your existing retirement account, including the previous account type, provider information, and account number, in the respective fields. Then click ‘Save and Continue’.

Note: You can only roll over funds from a Traditional IRA to a SIMPLE IRA after you’ve been enrolled in the SIMPLE IRA plan for at least two years.

 

 

 

Step 5: Upload a copy of the most recent statement from the account you are transferring to verify ownership.

 

 

 

Step 6: Review the information you’ve provided carefully, e-sign the document, and then submit your transfer request.

 

 

 

Your retirement account transfer request has been submitted. You’ll receive a notification once it’s completed.