Where can I mail a check for my IRA?

Q: Where can I mail a check for my IRA?

CREATE A CHECK DEPOSIT NOTIFICATION In order to receive payee and mailing instructions, you must submit a deposit notification in your IRA account. If your 401K Rollover check is payable to Interactive Brokers LLC: Log in to Client Portal Click Transfer & Pay followed by Transfer Funds Choose Contribution followed by Mail a Check (Get Instructions) Complete the notification to prepare your account for the deposit and click Get Mailing Instructions. Please ensure that your name and account number are visible on the check. If your 401K Rollover check is payable to yourself, you will need to first deposit the check in your bank account. Once you have done so, you may initiate a deposit into your Interactive Brokers account from your bank account: Log in to Client Portal Click Transfer & Pay followed by Transfer Funds Choose Contribution then select Mail a Check, Online Bill Pay or Bank Wire . Please note: The Rollover Deposit must be received in your IRA within 60 calendar days of the issue date. If deposited later, please refer to a qualified Tax Advisor "Link a New Bank Account" (ACH/RFP) deposits are not eligible for Rollover deposits

Question

Accepted Answer

CREATE A CHECK DEPOSIT NOTIFICATION

In order to receive payee and mailing instructions, you must submit a deposit notification in your IRA account.

If your 401K Rollover check is payable to Interactive Brokers LLC:

Log in to Client Portal
Click Transfer & Pay followed by Transfer Funds
Choose Contribution followed by Mail a Check (Get Instructions)

Complete the notification to prepare your account for the deposit and click Get Mailing Instructions. Please ensure that your name and account number are visible on the check.

If your 401K Rollover check is payable to yourself, you will need to first deposit the check in your bank account. Once you have done so, you may initiate a deposit into your Interactive Brokers account from your bank account:

Log in to Client Portal
Click Transfer & Pay followed by Transfer Funds
Choose Contribution then select Mail a Check, Online Bill Pay or Bank Wire.

Please note:

The Rollover Deposit must be received in your IRA within 60 calendar days of the issue date. If deposited later, please refer to a qualified Tax Advisor
"Link a New Bank Account" (ACH/RFP) deposits are not eligible for Rollover deposits