With WealthRabbit, you can easily consolidate your SIMPLE IRA or qualified retirement accounts. To do so, follow the steps given below.
Step 1: Sign in to your WealthRabbit account.
Step 2: From the dashboard, navigate to ‘My Account’ and select ‘Consolidate Your Retirement Accounts.’
Step 3: To transfer your retirement account to us, click on ‘Submit New Request.’
Step 4: Complete the ‘Retirement Account Details’ and click ‘Save and Continue.’
Step 5: Upload the recent statement for the account you are transferring from to verify your retirement account and click ‘Save and Continue.’
Step 6: You can review the information, provide your signature, and click ‘Save and Continue.’
Step 7: Now, you will find a pop-up regarding the successful request transfer.
Your financial institution will send you a confirmation request, and you must confirm it within 24 hours. After the successful confirmation, your funds will be transferred to WealthRabbit and will be invested in your chosen model within 2 to 3 business days.