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My IRA provider isn't listed

IRA provider not listed

Brianna LaCanfora avatar
Written by Brianna LaCanfora
Updated over a year ago

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:

  1. Type in the full name of your IRA provider

  2. 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!

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