This page will guide you through the various ways to move funds and assets into your Interactive Brokers accounts for Tines Capital to manage. If you have questions or want help through any step don’t hesitate to contact Tines Capital. There are other ways to fund accounts as well, but these are the most common.
1. make a contribution to a Retirement account or fund a Taxable/individual account
This method will allow you to make regular or one time contributions to your accounts at Interactive Brokers. Even if you don’t plan to make a contribution at this moment you can follow the video below as a guide to set up a connection with your bank to make contributions later. If you need to move more than $100,000 you may wish to do a wire instead.
2. Move an existing IRA at another institution
If you have funds at an existing Roth, Traditional IRA, or SEP IRA account that you want to move to an open account at Interactive Brokers of the same type, you can navigate to the “Trustee to Trustee Notification” section then follow the prompts. If you need help don’t hesitate to reach out to Tines Capital.
3. Rollover funds from an Existing 401K or other workplace retirement plan
You may transfer assets from an existing 401K or other retirement plan by navigating to the Direct Rollover Notification section and following the instructions there.