Whether you want to do it yourself, or have one of our rollover specialists reach out and request a transfer of funds on your behalf, the plan administrator from your previous employer-sponsored retirement plan must be contacted; be sure to have your latest statement and Social Security Number handy. Ask for the appropriate company rollover forms and request the transfer of your current retirement account funds in one of three ways:
Direct rollover | wire
Request to have the funds wired into your OroTrade account
Direct rollover | check
Request to have a check made out to "OroTrade Clearing, Inc., FBO [YOUR NAME], [YOUR ACCOUNT NUMBER]"
Request that the plan administrator send you a check made payable to you
Please note, depending on your previous employer-sponsored retirement plan’s administrator, your funds can take anywhere from 5 to 20 business days to be deposited into your OroTrade account.