Roll Over or Transfer

Teach that old 401(k) a new trick. Ditch those maintenance fees and roll over your assets into a no-fee IRA.* Get your whole nest egg together by transferring your other retirement assets to ShareBuilder.

Step 1: Open an IRA

You’ll need to have an IRA first.
If you don’t yet, open yours here:

Each type of retirement account has its perks and quirks.
Not sure whether to open a Traditional or Roth IRA? Compare the benefits.

Step 2: Move your assets to ShareBuilder

Roll over your 401(k)

To roll over your 401(k) to a Traditional IRA, pick one of these:

  • Get rollover instructions to give your plan administrator
    Learn more
OR
  • Deposit the check from your 401(k) plan
    Learn more
OR
  • Get us to start the rollover if your plan administrator requires it
    Learn more
Start Rollover

Want to roll over a non-401(k) retirement account or to a Roth IRA?

Transfer other account

To transfer your 403(b), 457(b), Thrift Savings Plan (TSP), or Traditional IRA at another brokerage, pick one of these:

  • Liquidate assets and send proceeds to ShareBuilder
OR
  • Transfer securities and cash to ShareBuilder
Start Transfer

Transfer to a Roth IRA?
Roth transfer details

TALK TO A RETIREMENT SPECIALIST

(877) 464-0292 Monday-Friday, 8AM - 11PM ET
Prefer to write it out?
Chat with a specialist.
Quick questions? See our FAQs