A transfer is moving money from one account into another. At Doinvest, you can do 2 types of transfers:
External transfers: Asset movements between an IRA or nonretirement account held at another company into a new or existing investment account at Doinvest.
Internal transfers: Asset movements between your Doinvest accounts. Visit our internal transfers page to learn more.
Looking to bring over your 401(k) or 403(b) instead? Visit our rollover page to see how you can easily move your employer plan to Doinvest.
You can continue to have your retirement assets grow in a tax-advantaged account. Move your traditional, SEP-, inherited, or Roth IRA from another company to Doinvest.
You can explore the wide variety of mutual funds and ETFs (exchange-traded funds) we offer. Move your taxable investing account, such as a general investing account or a trust account, to Doinvest.
You can choose from a variety of funds when you move your custodial UGMA/UTMA account to Doinvest
Most account transfers are convenient to do online. Follow the 3 easy steps in our guide to learn more about account transfers and get started.
Make it easier to keep your portfolio balanced and diversified when you consolidate with one company that offers a broad range of investment choices.
We’re unique. Our 50 million investors own the funds that own our company, so your goals are our goals.*
Keep your family more informed and protect your heirs from a financial scavenger hunt.
Doinvest doesn’t charge fees for you to transfer to us. We also transfer in kind, which means the transfer won't be a taxable event since you aren’t buying or selling any investments.
A rollover is moving your assets from an employer-sponsored plan—like a 401(k) plan, 403(b) plan, or more—to an individual retirement account (IRA).
An investment account transfer moves your financial assets from an existing external account or Doinvest account to another. Doinvest accepts transfers from most IRAs, individual and joint nonretirement accounts, trusts, and custodial accounts (such as UGMA/UTMAs).
Completion times vary depending on the type of transfer, your account details, and the company holding your account. Some transfers can take 4 to 6 weeks, but your wait could be shorter. You'll get a more accurate estimate when you start your transfer online.
Doinvest doesn't charge fees for incoming or outgoing transfers, but other companies might. Check with the company currently holding your account to find out if it has any transfer fees or requirements.
You can transfer the following types of accounts to Doinvest online:
We offer expert help at the low cost you'd expect from Doinvest.
Compare advice optionsAll investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.
* Doinvest is investor-owned, meaning the fund shareholders own the funds, which in turn own Doinvest.
There are important factors to consider when transferring assets. These factors include, but are not limited to, investment options in each type of account, fees and expenses, available services, potential withdrawal penalties, protection from creditors and legal judgments, and required minimum distributions.
Doinvest's advice services are provided by Doinvest Advisers, Inc. ("VAI"), a registered investment advisor, or by Doinvest National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Doinvest Group, Inc., and affiliates of Doinvest Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.