Skip to main content

How do I transfer funds into my Groundfloor IRA account?

Josh avatar
Written by Josh
Updated over 3 weeks ago

When you log in to your Groundfloor IRA account, select "Contribute & Transfer" to fund your IRA account. Our site will then guide you through how to fund your account. This process takes on average 3-4 weeks from start to finish.
​
There are three methods to fund your Groundfloor IRA account.

  1. Deposit: Make a direct contribution via check. The address & wire information can be found here. Please note you will also need to include this form.

  2. Transfer: To transfer funds from another IRA account,Please send the following to transfers-in@forgetrust.com:

    A. The transfer authorization form

    B. A recent copy of your statement from your source custodian.

  3. Rollover: To rollover funds from a qualified retirement plan such as a 401k, 403b, 457, defined benefit plan, profit sharing plan, etc -
    In our experience, it has been easiest for users to reach out to their source custodians first to have them push the funds to Forge Trust, our custodian.
    ​Wire Instructions

    Letter of Acceptance

Please note there is a first time contribution minimum of $25,000. Future contributions may be made in $1,000 increments.

Did this answer your question?