You can rollover funds from an existing retirement account (such as a 401k, 403b, etc.) to your tastyworks IRA by following the steps below.
401k or 403b Rollover Instructions
- Open a tastyworks IRA account first (Traditional or Roth). You are issued a tastyworks account number once your IRA account is opened and approved.
- Contact the institution that holds the retirement account and let them know you would like to do a rollover.
- Have them make a check payable to Apex Clearing Corporation FBO *Your Name* and include your tastyworks account number on the memo line.
- Have the check mailed to the address below:
1000 W. Fulton Market
Chicago, IL 60607
We suggest using a courier service that issues a tracking number to check the delivery progress.
Note: If the retirement plan provider is unable to add your tastyworks account number to the check, you can have them send the check to you. You can then complete an IRA Deposit Slip and include it with the check when you mail it to tastyworks. Please do not endorse the rollover check.
You can download the IRA Deposit Slip in our Forms and Agreements page: