If you don’t see the name of your IRA provider in the list of options, no worries — you can add it manually! Here’s what you’ll do:
Type in the full name of your IRA provider
In the very bottom of the dropdown, you’ll see an option that says “Use” followed by your IRA provider — click there!
Once you’ve submitted your info, our team of experts will review your information and be in touch with next steps!