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ArticlesRecent activity by David Hill
Uploading Change of Address form
Follow the steps below to upload your completed Change of Address form, and the required additional identifiers, to your online account for processing. Login to the "Online Portal" Click the "Docu...
Outgoing Transfer To New Custodian
Important Notes Regarding Transfer Documents: - All transfer request forms must be received within “15 days of YOUR dated wet signature" - All "Scanned Copies" of transfer paperwork must include a ...
Investment Documents Instructions
The following article lists the required documentation to fund various investments, as well as, IRA titling requirements for documents. For each investment type you will need to login to the "Onlin...
Taking a Withdrawal, Distribution or RMD
1. Login to the "Online Portal" 2. Click on the "Withdraw Funds" option and complete all fields: 3. If you already have a Bill Pay in the system you will be prompted to “Specify Vendor” w...
Transfer In Your Existing IRA (Cash)
Follow the instructions below to create a Transfer Request, to transfer funds into your account from an existing retirement account elsewhere. Note: You must also complete and sign our "Custodial T...
Closing your account with Assets
Complete a "WITHDRAWAL FORM" prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal and attach your document. List all assets and...
Paying a Vendor Bill
The following article will help guide you in submitting a Vendor bill for payment thru the "Online Portal". Make sure to have an invoice/bill, scanned and ready to upload before you start creatin...
Editing an Investment or DOI
Follow the steps below to make corrections, or upload supporting documents, to an open DOI on hold for corrections. 1. Login to the "Online Portal" 2. Navigate to the "Invest DOI" tab 3...
Pay Your Account Fees
Follow the instructions below to view or pay your account fees To view or pay outstanding bills Login to the Online Portal Navigate to Settings tab Select Invoices From this tab you can view ...
Change or Update Beneficiary
Either complete and save an electronic copy of the Beneficiary Change Form, or complete by hand and upload an electronic copy of the form. Follow the steps below to upload the Beneficiary Change F...