Can I rollover a Qualified Retirement Plan (401(k), 403(b), profit sharing, etc) to WiseBanyan?

Yes! We would be happy to help you do so. The process is straightforward, and WiseBanyan makes it easy by guiding you through every step.

Your outside account would be rolled into an IRA account with WiseBanyan. To start the process login to your WiseBanyan account, and once logged in, click on “Funding”

 funding.PNG
 

Select “Rollover Accounts”

funding_2.PNG

 

Select the type of account that you would like to rollover to WiseBanyan.

Answer the remaining questions regarding the account you are rolling over and click “Confirm Rollover.”

You will then be prompted to upload a recent statement for the account that you are rolling over. Once this is uploaded our client service team will review this and provide you the next steps in the rollover process via your online dashboard.

You can review the pending rollover and see the steps needed at any time. To do so,  click on Funding and select “View Rollovers.”

 

Funding_3.PNG

 

 

 
 
Was this article helpful?