We’re so glad to hear you've elected to rollover your IRA into a Redwood IRA with us!
The mailing information for our Fund Administrator can be found below. Please provide this address to your current custodian along with a medallion signature guarantee (your external account fund administrator will know what this is), so they can transfer over to your Aspiration Redwood IRA:
Aspiration Funds
c/o Nottingham Shareholder Services
116 South Franklin Street
Rocky Mount, NC 27804
OR
Aspiration Funds
c/o Nottingham Shareholder Service
PO BOX 4365, Rocky Mount, NC 27803-0365
Rocky Mount, NC 27804
Phone 1-800-773-3863
Fax 919-882-9281
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 the website, click “Settings” on the left side of the page, scroll to Investment Preferences, and click “Investment Account Info.”
Comments