Choice App

There are three options to fund your Choice account

How can I fund my Choice IRA?

Funding your Choice IRA

Move an existing retirement account to Choice

Once I submit funds, is the cash in my account available immediately?

Contributions, Rollovers, Transfers and Deposits

Funding

How to connect your bank account and make a deposit on Choice

Making a deposit via connected bank accounts

Use this deposit form to start a bank deposit

How can I make a deposit if my bank is not supported by Plaid?

How long does a bank deposit take?

How to send a wire, check or ACH to Choice for deposit into your account

Sending money for deposit into your account

How to select the tax year for a contribution

How can I make a contribution for the previous tax year?

If I haven't maxed out my IRA contributions in recent years, can I contribute for both the current and previous year?

Contributions

Transfer another IRA to Choice

Please follow these steps to avoid transfer delays

How do I avoid transfer delays?

What is my custodian's estimated processing time for incoming transfers?

How do I transfer an existing note?

How do transfers work?

IRA Transfers

Get Your Dollars Out of The Zombie System With Choice

How to start a 401(k) rollover

401(k) Rollovers

Choice web app

Download Choice app for iOS

Download Choice app for Android

Find answers and get help from Intercom Support and Community Experts

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