We’re so glad to hear you've elected to rollover your IRA into a Redwood IRA with us!
Once you have filled out the IRA Rollover form and submitted it to us, please allow 1-2 business days for us to review the document.
Additionally, please ensure you have also sent us a copy of a recent statement from your current retirement account. We cannot begin processing your request until all documents are received. Please upload your statement to our secure portal by clicking here.
Once the above steps are done, please allow 6-8 weeks for the rollover process to complete.
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