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Which providers are supported by Betterment’s e-fax IRA rollover process?

Published

The following institutions are supported by Betterment’s e-fax IRA rollover process.

  • American First

  • Benefit Plans Administrative Services

  • Blackrock

  • BMO Harris Bank

  • Capital One Bank

  • Cetera Advisor Networks

  • Charles Schwab

  • CIT Bank

  • Commonwealth Financial Services

  • Community America Credit Union

  • Contra Costa Federal Credit Union

  • Edward Jones

  • Exeter Trust Company

  • Fidelity

  • First Trust Company of Onaga

  • Franklin Templeton

  • FTJ Fundchoice, Interactive Brokers

  • HSBC

  • Invesco Investment Services

  • Jackson

  • Janus

  • John Hancock Qualified Annuity

  • Lincoln Financial

  • Mass Mutual

  • Michigan State University FCU

  • Morgan Stanley

  • Nationwide Financial

  • Northcoast Asset Management

  • Oppenheimer

  • Options House

  • OptionsXpress

  • Pacific Life

  • Penn Mutual

  • Pentagon Federal Credit Union

  • Publix Employees Federal Credit Union

  • Quest IRA

  • Raymond James

  • RBC

  • Self Directed IRA Services

  • Sterne Agee

  • SunTrust

  • Thrivent Financial

  • TradePMR

  • Trust Company of America

  • Virtus Investment Partners

  • Voya

  • Waddell & Reed

  • Whitney Bank

  • Woodbury Financial Services