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  1. Frequently Asked Questions | Ellevest
  2. Deposits, Withdrawals, and Transfers
  3. IRA Transfers

IRA Transfers

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  • How can I transfer my Ellevest account to another provider?
  • What is the IRA transfer process?
  • How does the ACATS transfer work for IRAs?
  • What if my current IRA provider doesn’t support electronic transfers?
  • What if my current IRA or investment account provider isn’t listed?
  • What fees or taxes are associated with an IRA or brokerage/taxable investment account transfer?
  • What happens if I entered the wrong information for my IRA transfer?
  • How long does an IRA transfer to Ellevest take?
  • Why do you need to know if I receive current advice on my IRA?
  • Can I transfer multiple IRAs?
  • If I have a “Rollover IRA” or a “Rollover Roth IRA”- can I transfer that account to Ellevest?
  • How can I find out the status of my Investment or IRA transfer to Ellevest?
  • Can I make deposits to my Ellevest IRA while the transfer is in progress?
Frequently Asked Questions | Ellevest