Custodial Partners*

We take care of sending Transfer of Asset forms to your custodian, but it never hurts for the investor to contact them to light a fire and get the process moving.
Custodian Typical Speed  Large Transfers  Phone Fax Mailing Address
Ameriprise     (800) 862-7919 (800) 624-2259 Ameriprise Financial Services, Inc., 70100 Ameriprise Financial Center, Minneapolis, MN 55474
B. Riley Wealth Management     (901) 251-1330 (901) 251-1349 40 S. Main, Suite 1800, Memphis, TN 38103
Betterment     (855) 796-9498 Betterment Transfers, 61 West 23rd Street, 4th Floor Reception, New York, NY 10010
CAIS       (610) 676-8725 (484) 676-1559 CAIS, ATTN: Investor Services, Oaks, PA 19456
Charles Schwab       (602) 355-9003 (877) 824-3727 IS Document Control, P.O. Box 982600, El Paso, TX 79998-2600
E*TRADE       (877) 921-2434 (866) 650-0003 E*TRADE Securities LLC, PO Box 484, Jersey City, NJ 07303-0484
Edward Jones       (480) 337-8892 (480) 337-2505 Edward Jones, 12555 Manchester Road, St. Louis, MO 63131
Entrust     (615) 900-4015 (510) 587-0960 , ,
Equity Trust       (888) 382-4727 (440) 366-3755 Equity Trust Company, PO Box 450369, Westlake, OH 44145
Fidelity       (866) 755-6372 (877) 236-4162 Fidelity Investments, PO Box 770001, Cincinnati, OH 45277-0002
Fifth Third Bank     (800) 416-8714 (513) 358-0970 Fifth Third Securities, 5001 Kingsley Drive, MD: 1MOB2A, Cincinnati, OH 45227
IRA Services Trust Company       (800) 248-8447 (650) 745-2932 PO Box 7080, San Carlos, CA 94070-7080
JP Morgan Chase     (800) 480-4111 (631) 274-8247 JPM Securities LLC, ATTN: Transfers, 25 2nd Ave. Unit 1320, Brentwood, NY 11717
Kingdom Trust       (888) 753-6972 (270) 226-1001 Kingdom Trust, P.O. Box 870, Murray, KY 42071
Mass Mutual , ,
Merrill Edge      (855) 299-2535 (917) 778-0796 Merrill Lynch, P.O. Box 29076, Hot Springs, AR 71903
Merrill Lynch      (855) 299-2535 (917) 778-0796 Merrill Lynch, P.O. Box 29076, Hot Springs, AR 71903
Millenium Trust     (800) 258-7878 (630) 472-5969 2001 Spring Road, Suite 700, Oak Brook, IL 60523
Pensco     (800) 962-4238 (303) 614-7029 1560 Broadway, Suite 400, Denver, CO 80202
Principal     (888) 207-2307 (866) 704-3481 PO Box 9394, Des Moines, IA 50306
Provident       (888) 855-9856 (702) 253-7565 8880 W. Sunset Rd., Suite 250, Las Vegas, NV 89148
RBC       (800) 759-4029 (888) 446-9272 Account Transfer, 60 S. 6th Street, Mail Stop P09, Minneapolis, MN 55402
Raymond James     (800) 248-8863 (866) 406-4234 Raymond James Financial, Inc., 880 Carillon Parkway, St. Petersburg, FL 33716
Strata Trust       (866) 928-9394 (512) 495-9554 7901 Woodway Drive, Suite 200, Waco, TX 76712
TD Ameritrade       (800) 454-9272 (866) 468-6268 PO Box 2209, Omaha, NE 68103-2209
TIAA       (844) 842-2472 (800) 914-8922 , PO Box 1259, Charlotte, NC 28201
Vanguard      (877) 677-8270 (484) 582-4544 PO Box 2600, Valley Forge, PA 19482-2600
Voya Financial      (855) 663-8692 (515) 698-2001 PO Box 1337, Des Moines, IA 50305
Wells Fargo       (877) 493-4727 (844) 879-1439 Wells Fargo Clearing Services LLC, ATTN: MACN9160-01P PO Box 77046, Minneapolis, MN 55480-9902
Wunderlich     (901) 251-1330 (901) 251-1349 Wunderlich Corporate Headquarters, 40 S. Main, Suite 1800, Memphis, TN 38103

Ameriprise

Ameriprise Financial Services, Inc.
70100 Ameriprise Financial Center
Minneapolis, MN 55474

Phone: (800) 862-7919
Fax: (800) 624-2259

Typical Transfer Speed:  

Large Transfer Speed:  

B. Riley Wealth Management

40 S. Main
Suite 1800
Memphis, TN 38103

Phone: (901) 251-1330
Fax: (901) 251-1349

Typical Transfer Speed:  

Large Transfer Speed:  

Betterment

Betterment Transfers, 61 West 23rd Street
4th Floor Reception
New York, NY 10010

Phone: (855) 796-9498
Fax:

Typical Transfer Speed:  

Large Transfer Speed:  

CAIS

CAIS
ATTN: Investor Services
Oaks, PA 19456

Phone: (610) 676-8725
Fax: (484) 676-1559

Typical Transfer Speed:   

Large Transfer Speed:   

Charles Schwab

IS Document Control
P.O. Box 982600
El Paso, TX 79998-2600

Phone: (602) 355-9003
Fax: (877) 824-3727

Typical Transfer Speed:   

Large Transfer Speed:   

E*TRADE

E*TRADE Securities LLC
PO Box 484
Jersey City, NJ 07303-0484

Phone: (877) 921-2434
Fax: (866) 650-0003

Typical Transfer Speed:   

Large Transfer Speed:   

Edward Jones

Edward Jones
12555 Manchester Road
St. Louis, MO 63131

Phone: (480) 337-8892
Fax: (480) 337-2505

Typical Transfer Speed:   

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Entrust


,

Phone: (615) 900-4015
Fax: (510) 587-0960

Typical Transfer Speed:  

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Equity Trust

Equity Trust Company
PO Box 450369
Westlake, OH 44145

Phone: (888) 382-4727
Fax: (440) 366-3755

Typical Transfer Speed:   

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Fidelity

Fidelity Investments
PO Box 770001
Cincinnati, OH 45277-0002

Phone: (866) 755-6372
Fax: (877) 236-4162

Typical Transfer Speed:   

Large Transfer Speed:   

Fifth Third Bank

Fifth Third Securities
5001 Kingsley Drive, MD: 1MOB2A
Cincinnati, OH 45227

Phone: (800) 416-8714
Fax: (513) 358-0970

Typical Transfer Speed:  

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IRA Services Trust Company

PO Box 7080
San Carlos, CA 94070-7080

Phone: (800) 248-8447
Fax: (650) 745-2932

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JP Morgan Chase

JPM Securities LLC, ATTN: Transfers
25 2nd Ave. Unit 1320
Brentwood, NY 11717

Phone: (800) 480-4111
Fax: (631) 274-8247

Typical Transfer Speed:  

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Kingdom Trust

Kingdom Trust
P.O. Box 870
Murray, KY 42071

Phone: (888) 753-6972
Fax: (270) 226-1001

Typical Transfer Speed:   

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Mass Mutual


,

Phone:
Fax:

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Merrill Edge

Merrill Lynch
P.O. Box 29076
Hot Springs, AR 71903

Phone: (855) 299-2535
Fax: (917) 778-0796

Typical Transfer Speed:   

Large Transfer Speed:  

Merrill Lynch

Merrill Lynch
P.O. Box 29076
Hot Springs, AR 71903

Phone: (855) 299-2535
Fax: (917) 778-0796

Typical Transfer Speed:   

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Millenium Trust

2001 Spring Road
Suite 700
Oak Brook, IL 60523

Phone: (800) 258-7878
Fax: (630) 472-5969

Typical Transfer Speed:  

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Pensco

1560 Broadway
Suite 400
Denver, CO 80202

Phone: (800) 962-4238
Fax: (303) 614-7029

Typical Transfer Speed:  

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Principal

PO Box 9394
Des Moines, IA 50306

Phone: (888) 207-2307
Fax: (866) 704-3481

Typical Transfer Speed:  

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Provident

8880 W. Sunset Rd.
Suite 250
Las Vegas, NV 89148

Phone: (888) 855-9856
Fax: (702) 253-7565

Typical Transfer Speed:   

Large Transfer Speed:   

RBC

Account Transfer
60 S. 6th Street, Mail Stop P09
Minneapolis, MN 55402

Phone: (800) 759-4029
Fax: (888) 446-9272

Typical Transfer Speed:   

Large Transfer Speed:   

Raymond James

Raymond James Financial, Inc.
880 Carillon Parkway
St. Petersburg, FL 33716

Phone: (800) 248-8863
Fax: (866) 406-4234

Typical Transfer Speed:  

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Strata Trust

7901 Woodway Drive
Suite 200
Waco, TX 76712

Phone: (866) 928-9394
Fax: (512) 495-9554

Typical Transfer Speed:   

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TD Ameritrade

PO Box 2209
Omaha, NE 68103-2209

Phone: (800) 454-9272
Fax: (866) 468-6268

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TIAA


PO Box 1259
Charlotte, NC 28201

Phone: (844) 842-2472
Fax: (800) 914-8922

Typical Transfer Speed:   

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Vanguard

PO Box 2600
Valley Forge, PA 19482-2600

Phone: (877) 677-8270
Fax: (484) 582-4544

Typical Transfer Speed:   

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Voya Financial

PO Box 1337
Des Moines, IA 50305

Phone: (855) 663-8692
Fax: (515) 698-2001

Typical Transfer Speed:   

Large Transfer Speed:  

Wells Fargo

Wells Fargo Clearing Services LLC
ATTN: MACN9160-01P PO Box 77046
Minneapolis, MN 55480-9902

Phone: (877) 493-4727
Fax: (844) 879-1439

Typical Transfer Speed:   

Large Transfer Speed:   

Wunderlich

Wunderlich Corporate Headquarters
40 S. Main, Suite 1800
Memphis, TN 38103

Phone: (901) 251-1330
Fax: (901) 251-1349

Typical Transfer Speed:  

Large Transfer Speed:  


A note about speed:

Shows typical delay between the time the custodian receives your transfer request until the funds are available to invest with AltoIRA

   3-5 days
  5-7 days
7-10 days
  10+ days

*If you don’t see your custodian listed here, please reach out.