There’s a good chance it is included in the title of your IRA, but if it’s not, then you can reach out to your current provider for that information. This needs to be accurate so that we can transfer your IRA to the correct Ellevest IRA type. If you currently have a Roth IRA, your assets will be transferred to an Ellevest Roth IRA. If you currently have a Traditional IRA, your assets will be transferred to an Ellevest Traditional IRA. We don’t yet offer the ability to transfer SEP IRAs, or to convert a Traditional to a Roth (or vice versa).
Have more questions? Submit a request