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IRA
Does Webull accept 403(b)’s, SEP-IRAs, SIMPLE-IRAs, 457(b)’s…?
Does Webull accept 403(b)’s, SEP-IRAs, SIMPLE-IRAs, 457(b)’s…?

Yes, these types of Retirement accounts can be accepted in as a transfer to a Webull Traditional/Rollover IRA.  Please speak with the plan provider to make sure that your Webull IRA account meets the requirements to be rolled into so you do not incur any IRS penalties or fees by bringing your account to Webull.   Once these accounts have been transferred into a Webull IRA, IRA contribution limits apply. 

Your provider will likely ask for a Letter of Acceptance and their internal paperwork to be filled out by us as well.  Please send us your completed Webull Account Transfer Request Form and your plans paperwork together to IRA@webull.com so we can have all documents sent to them in a timely fashion to begin the transfer. 

Please review the attached document on how to complete the Account Transfer form for a direct rollover. When completed, please send it to us at IRA@Webull.com

EXAMPLE- ACCOUNT TRANSFER- DIRECT ROLLOVER

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