Rollover Your 401K or IRA
Submit a deposit slip to record each deposit
or contribution to your IRA.
DEPOSIT ROLLOVER FUNDS
Please follow these instructions
to complete a rollover by wire.
All wired funds are to be sent as follows:
BMO Harris Bank
111 W Monroe St
Chicago, IL 60603
ABA # 071000288
Further Credit to:
RQD* Clearing, LLC
250 Vesey Street #2601
New York, NY 10281
Account Number: 231622
For Further Credit to:
Your Account Name and Account #
WIRE MUST INCLUDE YOUR ACCOUNT NAME
AND ACCOUNT NUMBER OR THE FUNDS WILL BE RETURNED.
ROLLOVER BY ACCOUNT TRANSFER
Transfer brokerage accounts from another brokerage
to your AutoShares Online Brokerage Account.
ACCOUNT TRANSFER FORM
Use this form to transfer accounts from another brokerage to your AutoShares Online Brokerage Account. May be used for partial transfer or full transfers of positions and/or cash.