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Topic

Requested Symbol(optional)

Please enter the requested ticker symbol

Subject

Receiving Account Number (optional)

Delivering Account Number (optional)

Contribution Amount (optional)

Contribution Year(optional)

Full or Partial Conversion(optional)

If you select “Full”, your entire account will be converted. This includes all holdings and cash.

If Partial, Please Fill Out the Following(optional)

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 Account Number

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 Account Number

Roth IRA to convert to.

Reason for Change

Contribution Date

Amount

Original Tax Year

New Tax Year

Description

Please enter the details of your request. A member of our Client Success team will respond within one business day.

Attachments(optional)

Add file or drop files here

Our client success team is available from 9am-5pm ET on days when the U.S. stock market is open. We will respond to your request within one business day. You will receive an email confirming we have successfully received your request within 5 minutes of your submission.