How do I transfer my funds from an Roth IRA account to Edge Clear Account?

How do I transfer my funds from an Roth IRA account to Edge Clear Account?


‚Äč

Here is a guide for initiating a transfer from your IRA account to your Edge Clear brokerage account:

  1. Contact TSP: Inform TSP of your intent to transfer funds.
  2. Get Transfer Forms: Obtain and complete necessary transfer forms from TSP.
  3. Provide Brokerage Details: Include accurate brokerage account info.
  4. Review and Submit: Double-check forms, then submit to TSP.
  5. Wait for Processing: Allow time for TSP to process your request.
  6. Verify Transfer: Confirm funds in your brokerage account.
  7. Consider Tax Implications: Consult a tax professional for advice.

Remember, specific procedures may vary, so always follow the instructions provided by your TSP and if you require any further assistance, please reach out to us for help. Your personal broker is at hand to assist you. 




    • Related Articles

    • IRA Account Setup Process

      Below you will find the steps involved with opening a self-directed IRA account with us.   IRA Account:   You will need to roll your IRA to a futures friendly IRA custodian. We primarily work with Midland IRA and have a special with them to waive ...
    • Do you accept IRA accounts?

      IRA and retirement accounts are accepted at Edge Clear. We urge clients to use caution when using retirement funds for high-risk investments like futures. These accounts need to be opened with a custodian that allows for alternative investments. ...
    • Are my funds secured or insured?

      Funds held in Futures only accounts are not insured.  However, through our Clearing Firms (FCM), all futures customer deposits are kept in segregated bank accounts that are held separate from the working capital of the FCM. This customer segregation ...
    • What Type of Accounts can Edge Clear Open?

      Edge Clear can facilitate the below account types based on your investment goals: Individual  Joint (JTWROS & Tenants in Common) Corporate  LLC  Trust   Partnership  IRA To open an Edge Clear account, please Click Here!
    • FCM Fees

      Funding your account at Edge Clear often requires wiring funds to your segregated account at the FCM. Though most FCMs do not charge a fee for the transfer of funds into an account, they may charge a fee for the transfer of funds out of the account. ...