Status
Wire, ACH, and ACATS are not live. Do not send assets until clearing is named.
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Advice
Retirement rollovers
Incoming ACATS and employer-plan rollovers into Traditional or Roth IRAs. Transfer status will appear under Funding.
From
Employer plans and ACATS
Into
Traditional or Roth IRA
Outgoing ACATS
$75.00
Send assets
Only after clearing is named
Accounts
Open the IRA first, then request the transfer from the client center when Funding is enabled.
Open the account, then ask for the transfer
A retirement rollover is an incoming ACATS or an employer-plan transfer into a Traditional or Roth IRA. The IRA has to exist first. Status of the transfer will show under Funding in the client center when that screen is live.
Wire, ACH, and ACATS are not live. Outgoing ACATS on the published schedule is $75.00, so you can see the number, but do not start a transfer and do not send assets until clearing is named.