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What if I accidentally Deposited my IRA contribution/Rollover check into my Brokerage Account?

Please fill out our IRA Journal Request and Deposit Slip and return to us. The “Account Name/Title” fields need to be the name on your Brokerage Account (Delivering)/ IRA account (Receiving). Please contact our customer support team to receive the forms.

This form can ONLY be used to transfer funds that were intended to be deposited into an IRA account as a Regular Contribution or a Rollover Contribution.  Stocks and securities cannot be transferred into an IRA account as a contribution. 

Please fill, date, sign and send back to us at IRA@Webull.com to begin the transfer.  Please be advised that your Brokerage account will be locked for trading and withdrawals until the cash transfer has been completed (1-2 business days.) 

Please review the attached document on how to complete the IRA Deposit Slip. When completed, please send to us at IRA@Webull.com

EXAMPLE- IRA DEPOSIT SLIP

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