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How to do a Roth IRA conversion?

Published | Updated

We recognize that many investors are interested in this technique, so we’ve created a quick process that allows an investor to authorize a Roth conversion online in less than a minute.

  1. Log in to your account on a web browser.
  2. Click on Settings in the menu on the left-hand side of the page.
  3. Click the Accounts tab at the top of the page.
  4. Locate your Traditional IRA in the list of accounts.
  5. Select "Convert IRA to Roth" and follow the instructions.
  6. You’ll have the option to convert either a partial amount or the full amount.

Please note that Roth Conversions are final, irrevocable, and irreversible.