|
|
I Want To Establish A New IRA ...
|
|
|
If you have not registered a Portfolio with SaveDaily, then you'll want to follow these instructions to setup a new Individual
Retirement Account with us.
|
|
| 1. |
|
Start the registration process:
We've put together a three-step process to quickly get you an Individual Retirement Account suitable for your rollover. |
|
| 2. |
|
Tell us a bit about yourself:
You must be 18 years of age or older and a U.S. citizen with a valid U.S. address and a valid U.S. Social Security Number. Industry regulations require us to obtain some employment information and to have a basic understanding of your investment goals and investing experience. |
|
| 3. |
|
Acknowledgements and Agreements:
Choose a username and password. Then agree to our terms of use and other relevant documents. Once you're done, we'll setup a Cash Management Account and an IRA, which you can roll your funds into. |
|
| 4. |
|
Receive instructions on how to complete your rollover:
You will be presented with the form you'll need to submit along with your rollover check in order to roll those funds into your new IRA. |
|
|
That's it! To get started, we suggest you print these instructions and then click the 'Next' button below to start the registration process.
|
|
|
|
|
|
I've Already Registered A Portfolio ...
|
|
|
Whether or not you have an IRA with SaveDaily, if you have already registered a Portfolio with us, you'll want to follow these
instructions.
|
|
| 1. |
|
Login into your Portfolio:
Using your existing login credentials, you'll want to log into your Portfolio. You'll then end up at your Portfolio summary page. |
|
| 2. |
|
Select your IRA from your Portfolio summary:
If you don't have a Traditional IRA, simply add one by selecting the 'Add Investment Account' button and following the on-page instructions. Otherwise, select your Traditional IRA to view its Account summary page. |
|
| 3. |
|
Select an Investment from your Account summary:
If you don't have an Investment to roll your funds into, simply add one by selecting the 'Add Investment' button and following the on-page instructions. Otherwise, select an Investment to roll your funds into. |
|
| 4. |
|
Invest into the Investment via Check:
Select the 'Invest Into' button and 'Invest From' a check. Select the appropriate 'Contribution Type' and select the 'Next' button. You'll be presented with a form you can then send along with your rollover funds. |
|
|
That's it! To get started, we suggest you print these instructions and then click the 'Next' button below to start the registration process.
|
|
|
