We’re so glad to hear you've elected to open an IRA with us.
The mailing information for our Fund Administrators is below. Please provide this address to your current custodian, so they can transfer over your existing IRA to your new Aspiration IRA:
Aspiration Funds
Attn: Nottingham Shareholder Services
116 South Franklin Street
Rocky Mount, NC 27804
The check should be made out to: Aspiration, FBO [CUSTOMERS NAME].
You would also want to include a note with your name and account number indicating that this is a rollover from a current plan.
To find your account number, please sign in to your online portal here. Next, click on "Settings" on the left side of the page, then scroll to Investment Preferences, and click “Investment Account Info.”
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