To convert to a Roth IRA both the current IRA and the Roth IRA must be held a tastyworks. You can convert a retirement account to a Roth by completing and submitting a Roth IRA Conversion Request form. Please send completed forms to our Accounts team at There are no fees charged to convert an IRA account and a notary is not necessary. However, please be aware of any potential tax consequences due to the conversion.

To obtain a Roth IRA Conversion Request form, please visit our Forms & Agreements page.