WealthRabbit Support

Can I transfer my current SIMPLE IRA to WealthRabbit?

Yes, you can transfer your SIMPLE IRA plan any time to WealthRabbit. You need the following information like DTC or participant number and a copy of your existing 5305 SIMPLE.

How it works:

Go to the “My Account” section in your WealthRabbit dashboard and select “Transfer.”

Enter the required information, such as your DTC or participant number, and upload a copy of your existing 5305-SIMPLE form.

Submit your transfer request. Once verified, your financial institution will send a confirmation request—make sure to confirm within 24 hours to complete the transfer.

After confirmation, your funds will be moved to WealthRabbit and invested according to your selected investment model.