How do I roll over to an IRA?

For help with your Rollover IRACall us at 1-800-895-4918 to speak with an IRA specialist to begin the process free of charge.

Step 1: A self-directed IRA rolloverCall us at 1-800-895-4918 to speak with an IRA specialist to begin the setup process free of charge

Step 2: Move your assets from your former employer’s 401(k), 403(b) or other employer-sponsored plan once your Rollover IRA account has been opened.

Step 3: Work with our Registered QCI Advisor to help you create your customized portfolio based on your specific needs.

Step 4: Invest your assets in your customized investment portfolio

Step 5: QCI will monitor your investments, process automated investment options such as the powerful long term dollar cost averaging strategy. QCI will also rebalance your portfolio automatically and make any adjustment based on your life changes free of charge. QCI will also ensure the implementation of tax harvesting strategies to lower capital gains and ordinary income taxable events.

Why have your rollover at TD Ameritrade Institutional and work with a a QCI Advisor

We know you’ve got options when it comes to selecting a Rollover IRA. Here are some reasons we believe working with a QCI Advisor is an excellent choice.

  • Its totally free to have a QCI Advisor hold your hand thru the rollover process and answer all your questions
  • We’re here to help.
  Our Senior QCI Advisors have decades of Financial advisory experience and can answer your questions, guide you through the paperwork and even call your previous employer’s plan administrator with you to initiate your 401(k) rollover to an IRA once your account has been opened.
  • More investment choices.
QCI uses an array of investment vehicles that are designed to fit your needs: stocks(equities), fixed-income securities (bonds), Exchanged Traded Funds (ETFs), Real-Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs). Senior QCI Advisors also have decades of experience with high in demand Alternative Investments such as Managed Futures All of the investments offered by QCI Advisors have no loads, no lock up periods, and no sales charges.
  • We offer no fee IRAs.
Annual and custodial fees waived for many of our IRAs.
  • Simple Account Management
It’s easier to track your holdings and make informed investment decisions when your retirement savings are in one place. When you log on to your QCI account at TD Ameritrade Institutional, you can track all your investments in real time and produce customized statements and reports to track your progress.