Hey fellow investors! In this video I show you how to transfer your retirement account (traditional IRA, Roth IRA & 401k) from other investing brokers/companies (such as Vanguard, Charles Schwaab, E-trade, Fidelity, TD Ameritrade, etc.) into you’re Webull account! The whole process is very simple!
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Steps:
1) Have a retirement account open with another brokerage
2) Open the same type of retirement account within Webull (takes 20 minutes to 24 hours to get account approved within Webull)
3) Start the transfer process with the Webull app and enter your account number from your other brokerage account (stock and cash transfer takes 3-7 business days)
4) If your old brokerage charges a transfer fee, submit proof of charges to Webull for a reimbursement up to $100 (current promotion offered by Webull)
Please leave a comment if you got lost anywhere throughout the process or leave a comment if you’d like to see a video on any other personal finance videos!
See you investors in the next one!
~ Kevin the Financial Tutor
How To Transfer Retirement (IRA & 401k) Account into WeBull Trading App
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Is this still up to date? Vanguard told me they have to physically mail me a check and I can’t transfer my employer 401k electronically to Webull
Kevin, can you trade options in Roth IRA account with WeBull? thx
Video starts 2:30
I needed this right now thanks
The title says (IRA & 401K). You didn't cover how to transfer a 401K to Webull.
I know it varies but how long does it take for a transfer for a Roth?
I'm thinking about transferring my Roth IRA because I dont like Active Day Trader on fidelity I think desktop or the mobile app charts are easy to trade and easy on the eyes I just wish Webull hard OTC stocks
Can I transfer my IRA to a Webull Brokerage Account, or does it have to be IRA to IRA?
But how does that work with company contributions? If I transfer my current 401k tradition ira from fidelity into webull, can my company still match my 6% contribution?
Does it give you a choice to open a ROTH IRA on direct rollover? I am trying to roll over a 401k that has ROTH funds.
Does it help if I signed for my retirement account on Webull? I mean does it save me from tax on my stocks ? If so how? I'm afraid of paying tax on my stock trading. Tysm
If you have a traditional IRA or 401K can you roll it over and keep it as a traditional account or do you have to roll it into a ROTH IRA.
Can you day trade with a WeBull traditional IRA or rollover IRA account as long as your balance is at least $25,000, like you can with Fidelity?
If i open an ira on webull how do i transfer the stocks i have in the account already to ira. and how does it work cause I'm new to it i just apply and when i buy stocks it doesn't go in.
Get (4) FREE stocks valued up to $3,700 with WeBull ~ https://act.webull.com/k/EIydbllIhh1y/main
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Be cautious of Webull.
Hi, if i am transferring from M1 finance and I say transfer full stocks and cash will it sell off the fraction of shares on its own to have a full share or should I sell my account into cash in full before transferring? I believe webull doesn’t support fractional shares right?
What if your 401k is over 200k ? I don’t think your able to because of the IRA 6k limit
do i need to talk to my employer hr department? wondering if the employer is flexible with transfering monthly to webull.
Are you able to invest into fidelity index funds without being charged on Webull?
It's not working with my acorns later account
Would you not want to create a rollover IRA on webull considering you're transferring from another IRA?