IRA Rollovers

"When it comes to rollovers, our goal is faster, more efficient service."

Skip Schweiss, President, TD Ameritrade Trust Company

Skip Schweiss

With our streamlined IRA rollover service, provided by TD Ameritrade, Inc., you can typically open and fund accounts electronically. You can count on our dedicated Client Services team and secure online IRA rollover technology platform to help make life easier. We help advisors, plan sponsors, and participants get more–and get it faster.*

Instant Account Opening

With pre-populated information provided by Plans, electronic signatures, and instant verification capabilities, clients can open accounts efficiently online.

Savings for Clients

We offer some of the lowest online transaction fees in the industry, with no set up or annual fees for participants.


*Advisors should always seek independent legal counsel regarding potential conflicts of interest in connection with rollovers from plans they advise.


Participants can access accounts online or at any of our more than 100 branches nationwide.

Expanded Rollover Choices

As a qualified custodian, we offer IRA alternatives like Deemed IRA (aka Sidecar IRA) and Economic Growth and Tax Relief Reconciliation Act (EGTRRA) capabilities. We also offer an automatic rollover solution that features electronic bulk account opening and single-wire capability.

Extensive Investment Choices

Clients can draw from one of the broadest collections of investment vehicles in the industry—including stocks, mutual funds, ETFs, bonds, and CDs—to custom-design a portfolio that works for them.