At TD Ameritrade, our rollover consultants are ready and waiting to help you move your old 401k to an IRA.
And it only gets easier from there, thanks to our investment tools and managed portfolios that can help you pursue your long‑term investing goals.
You got this. And we got you.
We’re here to help, not overrule. Our strategy is to give you the confidence and support you need to take control of your retirement. Whenever you need our help, we’re here.
Our rollover consultants can take you through every step of the rollover process. We can even help you break it off with your old 401k provider.
No account opening minimums and no maintenance fees means you’ll have more assets to invest in your long-term strategy. Commissions, service fees, and exception fees still apply. Please review our commission schedule and rates and fees schedule for details.
Do it all yourself or with the help of our product specialists, with 100+ commission‑free ETFs and no‑transaction‑fee mutual funds to build a portfolio that fits your goals.
Call 800‑213‑4583 to speak with a rollover consultant.Get Started
A rollover is not your only alternative when dealing with old retirement plans. Please click here for more information on rollover alternatives.
Get up to $2,500 when you choose an IRA from TD Ameritrade. Plus, you’ll get a $75 transfer rebate to cover any transfer fees from your existing provider. See how much you could earn when you roll over your old 401k to an existing IRA or open a new IRA by 4/30/15.
Plus, get 500 commission-free trades when you open a new IRA and fund it with $2,000 or more.
Talk to a rollover consultant today. Call 800‑213‑4583.
It’s never been easier to move your funds from your 401k into an IRA. Just follow these three simple steps below or Download Printable Guide.
Rollover consultants are standing by to help you with everything from paperwork to fund transfers.
Call 800‑213‑4583 or get started online.Open an IRA
Ask an administrator about your old employer’s 401k rollover process.
Complete the forms supplied by your old 401k provider and request to transfer your account assets through one of four ways:
If you would like to deposit more than $250,000 into your existing account, please choose one of the other deposit options or call 800-213-4583 for assistance.
Create and manage your own portfolio, or get more guidance with a managed portfolio through Amerivest, our investment advisory affiliate.
Our helpful planning tools, educational resources and third-party research can help you improve your market insight.
Call 800‑213‑4583 to speak with a rollover consultant.