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re: My experience with transferring an IRA to Robinhood for the 3% match
Posted on 5/2/24 at 1:21 pm to LoneStar23
Posted on 5/2/24 at 1:21 pm to LoneStar23
I moved 2x Roth and a traditional and netted $25k.
Process was seamless once my account was verified. It took several days and eventually I reuploaded using the app instead of desktop and it went right through. Oddly, my wife's account didnt require ID. I got it in just under the wire. Funds posted hours before the cutoff.
Only complaint so far, there is a limit on daily bank transfers in ($1k if I recall.) In order to get the Roth contribution in before 3% offer expired I had to do a wire which cost $25 from my bank.
Also, I dont like the app. It works but I've had to hunt around a couple times to find Roth account or buy etc... Like a game app there are icons on main screen w no indicator what they do you just have to play around w it. 5 icons are: Investing (only shows taxable brokerage), Crypto (wish I could delete this or move it last), Retirement (for some reason looks like an atomic symbol w no nucleus), offers (cant get red notification dot to disappear), and profile (where I just realized all account balances are shown w a total. I'll eventually get used to it (or not because I will only buy index ETFs occasionally w contributions or dividends) I dont like that there is a separate icon for retirement accounts instead of all accounts listed on intro screen.
Process was seamless once my account was verified. It took several days and eventually I reuploaded using the app instead of desktop and it went right through. Oddly, my wife's account didnt require ID. I got it in just under the wire. Funds posted hours before the cutoff.
Only complaint so far, there is a limit on daily bank transfers in ($1k if I recall.) In order to get the Roth contribution in before 3% offer expired I had to do a wire which cost $25 from my bank.
Also, I dont like the app. It works but I've had to hunt around a couple times to find Roth account or buy etc... Like a game app there are icons on main screen w no indicator what they do you just have to play around w it. 5 icons are: Investing (only shows taxable brokerage), Crypto (wish I could delete this or move it last), Retirement (for some reason looks like an atomic symbol w no nucleus), offers (cant get red notification dot to disappear), and profile (where I just realized all account balances are shown w a total. I'll eventually get used to it (or not because I will only buy index ETFs occasionally w contributions or dividends) I dont like that there is a separate icon for retirement accounts instead of all accounts listed on intro screen.
This post was edited on 5/2/24 at 1:23 pm
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