Can I invest from my IRA or 401(k)?

Yes, If you have an existing 401(k) or IRA account, you can create a matching profile by going to your Profiles page and selecting “IRA.”


Please be advised that we cannot create a new 401(k) or IRA account for you, and these profiles are for registering investments through an existing account only. We always advise contacting your 401(k)/IRA institution and verifying if they can custody these types of investments (or allow you to custody them outside their institution) beforehand.