After you’ve called your current provider to initiate your rollover, you can check the status of your rollover by viewing the “Transactions” tab on your Retirement goal. When we receive your check, the status of your rollover will be marked as “complete.” We’ll also send you an email to let you know once we complete your rollover!
Articles in this section
- How to Find Your Investment Fees in your 401(k)/403(b)
- What instructions do I need to call my 401(k)/403(b) provider?
- How does the ACATS transfer work for IRAs?
- What are the benefits of an ACATS Transfer?
- How much can I contribute to my IRA?
- What if my current IRA provider doesn’t support electronic transfers?
- Can I make deposits to my Ellevest IRA while the transfer is in process?
- How do I add a beneficiary to my IRA account?
- What happens if I entered the wrong information for my IRA transfer?
- If I have a “Rollover IRA” or a “Rollover Roth IRA”- can I transfer that account to Ellevest?