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I am under 59½ and I want to roll over my IRA account to another broker. How should I do it?

If your new custodian is not ACAT eligible, and you do not want to perform an indirect rollover, you will need to fill out their Account Transfer Request Form to produce a Letter of Acceptance. The accepting broker will need to sign and send Webull/ Apex Clearing their Letter of Acceptance to begin that transfer.    

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