If you select “Full”, your entire account will be converted. This includes all holdings and cash.
If you would like to convert a cash amount, you will first need to liquidate any holdings to your cash balance and disable auto-invest. List the cash amount and/or ticker symbols and share quantities you would like to convert: Example: "AAPL 4", "JNJ ALL". If you would like to convert cash, enter "CASH - $1,234.56".
Traditional IRA to convert. Keep in mind, this is different from a recharacterization. Please consult a qualified tax professional if you are unfamiliar with implications of a IRA conversion.
Roth IRA to convert to.
Please enter the details of your request. A member of our Client Success team will respond within one business day.