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What is the time frame for establishing and funding my IRA trading account?

IRA setup takes 24 hours; funding timeframe can vary. 

Please allow up to 24 hours from the time of submission for your new IRA to be established with the IRA custodian. From there, funding timelines vary depending on the method:

  • IRA-to-IRA Transfer — Timing can vary as multiple parties are involved. The turnaround depends on the firm from which funds are being transferred.
  • Rollover from an Employer Plan — Typically takes 10–15 business days.

If you ever need a status update on your transfer, please don't hesitate to contact us. We can work directly with our IRA custodian connections to check on progress and help move things along if needed.