Rollovers typically take 2 to 3 weeks to complete. You can contact your existing institution to liquidate the funds before it rolls over to help move things along. You will receive a confirmation email from rollovers@betterment.com once the rollover has completed.
Get started today. There are no negative tax consequences for a direct transfer.
Betterment is not a tax advisor, nor should any information herein be considered tax advice. Please consult a qualified tax professional.
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