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IRA
How to roll over my 401(k) to a Webull IRA?
How to roll over my 401(k) to a Webull IRA?

Please check with your plan administrator or a trusted tax advisor to ensure you are completing an eligible rollover.  Due to IRS and SEC regulations, Webull is not able to make any corrections or alterations to any ineligible rollovers which may result in additional tax consequences and/ or penalties.  

https://www.irs.gov/pub/irs-tege/rollover_chart.pdf

Contact your retirement plan administrator and specify how you want the assets delivered.  With a direct rollover, there's no tax withholding or IRS penalty. If the check is addressed to Webull you will need the IRA Deposit Slip attached when sending to APEX.


•Direct Rollover (Wire):

- Request to have the funds wired to your Webull Account.

- Please see our wire remittance information below

•Direct Rollover (Check):

- Request to have a check made out to "Apex Clearing Inc FBO [YOUR NAME], [YOURWEBULL ACCOUNT #]

- If the check is already made payable to Webull, please include the IRA Deposit Slip with the check when forwarding to Apex

- This check can be sent to Apex directly or sent to you to forward on to Apex

•Indirect Rollover:

- Request a check made payable and sent to you directly. You'll have 60 days to forward the funds to your new IRA to avoid an IRS penalty. Your plan administrator may withhold 20% for federal taxes. Be sure to include a deposit slip. Please do not endorse the check. Staple a piece of paper to the check including your name and Webull IRA account number it. Send via registered mail.


Wire Information:

Type 
Content
Amount 
U.S. Dollar amount
Recipient Bank Name
BMO Harris Bank
Bank Address
111 W Monroe St, Chicago, IL 60603
ABA Number
071000288
SWIFT Code
HATRUS44
For the Benefit of (FBO)
Apex Clearing Corporation
Bank Account Number
1617737
Beneficiary's Address
One Dallas Center, 350 N. St Paul Suite 1300 Dallas, TX 75201
Beneficiary's Phone Number
888-828-0618
For Final Credit to (FFC) 
Please provide your Webull account name along with 8-digit alphanumeric account number 5XXXXXXX


Check Mailing Information:

Apex Clearing Corporation

c/o Banking

350 N St Paul Street, Ste 1300

Dallas, TX 75201

Made payable to: Apex Clearing Corporation FBO (Your name and Webull Account number)


Please send all completed forms back to us at IRA@Webull.com. Feel free to reach out to us via the in-app Help Center with any questions regarding the process.

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