A step-by-step walkthrough to help you fund your Alto IRA with direct and indirect (60-day) rollovers
IN THIS ARTICLE:
Initiate a Rollover with Your Transferring Custodian
Indirect Rollover Timeline
Cancel a Rollover
Initiate a Rollover with Your Transferring Custodian
- Contact your Transferring Custodian and request a rollover to your Alto IRA
- Provide the transferring custodian with the following information:
- Your Alto IRA account number and IRA type
- Please make sure the check is made payable to AltoIRA and mailed to the address below:
500 11th Ave N. Suite 790
Nashville, TN 37203
- If you wish to wire funds to Alto for a quicker turnaround, please email help@altoira.com with the subject line "Wire Instructions Request for a Rollover".
Indirect Rollover Timeline
Since indirect rollovers (withdrawals from 401(k)s that you rollover within 60 days to an Alto IRA) are usually delivered by custodians to clients as a check, please allow ~10 days for the check to arrive at your mailing address, and then include the additional time it will take to mail, or wire funds to Alto.
Cancel a Rollover
If you need to cancel a rollover, then you can cancel it with your transferring custodian. If they've already sent us a check, then contact our support team to let us know to not deposit it in our bank account.
Do you have more questions or need additional help with indirect rollovers? Feel free to send us a note to help@altoira.com or use our Contact Us form to reach one of our Client Experience Advocates!