Rolling over a 401k or IRA account is an easy process. Email or Fax us your last months investment statements and a completed IRA account application. Once a new account is established, we will begin the process of transferring accounts from your previous brokerage firm to your new account. If you have any questions, please call 1-800-985-9279.
How we help.
Individual Investors – OptionsRoute™ provides Cash/Margin, IRA'S, Trust, and other account types. Benefits include access to a wide selection of investing and trading products.
Corporate and Employee Accounts – OptionsRoute™ provides Corporate, LLC, 401k, IRA/SEP, 10b51 Plans, and Employee Stock Option Conversion accounts. Benefits include access to a large selection of investing and trading products.
Registered Investment Advisors - OptionsRoute™ offers custodial brokerage account services to RIA's. Benefits include a selection of account types, investing and trading products, and advanced technologies for account management.
Institutional Accounts– OptionsRoute™ offers a selection of account types, front end trading solutions, and market connectivity services through API connection.
Application Developers and Third Party Systems - Our state of the art technology infrastructure is available to third party application developers. Creative companies can integrate third party applications with our data center and order management system.