@BettermentHelp Hi, I’m transferring out my IRA account to a different institution. I have completed my paperwork and I’m going to mail the new institution all the documents. I’m wondering if have also to mail you a copy of this?
Hi Mo - Thanks for reaching out! Yes, we’ll need transfer paperwork that also includes a copy of the first page of your most recent Betterment statement. For information on where we need the transfer paperwork mailed to please click here:https://www.betterment.com/resources/how-to-withdraw/#8 …
