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.
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
- 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.
|Amount ||U.S. Dollar amount|
|Recipient Bank Name||BMO Harris Bank|
|Bank Address||111 W Monroe St, Chicago, IL 60603|
|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
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.