There are only 3 simple steps to complete your rollover.
1. Open an IRA that suits your needs
We offer a wide range of Green Bank and non-Green Bank funds, plus stocks, bonds, ETFs, and more. We can even help you choose.
2. Rollover your old 401(k)
Our tracker tool helps you identify the information your former employer's plan administrator needs to move funds to your Green Bank IRA.
3. Choose your investments
Our tool will send you an alert when your rollover arrives. At that time you can start choosing your investments. We are here to help if needed.
For additional questions, please contact our IRA support team at IRA@GreenBank.com.