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I'm rolling over my Fidelity 401K into my existing Ameritrade IRA. Fidelity is sending me a check made out to TD Ameritrade (so I don't

get taxed). What's the easiest way to get the check into my IRA brokerage account? Can I just bring it to a TD Bank branch? Thanks

David, West Hartford
November 14, 2014 06:06:04 AM

Planning for Retirement

1 Response

In reply to David, West Hartford

Hello David! Thank you for dropping by TD Helps. We appreciate the opportunity to address you question regarding your 401K Rollover. TD Ameritrade and TD Bank operate under the same umbrella of TD Bank Group, but are separate institutions. To ensure that you receive proper instructions for your IRA rollover we ask that you contact TD Ameritrade directly at 800-400-3603. Here is a quick link to the TD Ameritrade web site too: http://bit.ly/1o5CpfJ. TD Ameritrade Customers can take advantage of great services at TD Bank such as free TD Bank check cashing, free usage of any TD Bank ATM when using a TD Ameritrade Debit Card, and free Penny Arcade coin counting, to name a few. Thank you for joining the TD Bank Group Family, David. Feel free to drop by TD Helps if you have any further concerns.

LiShu R, mount laurel
November 14, 2014 06:07:27 AM

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