Which providers are supported by Betterment’s e-fax IRA rollover process?

The following institutions are supported by Betterment’s e-fax IRA rollover process.

• American First

• Benefit Plans Administrative Services

• Blackrock

• BMO Harris Bank

• Capital One Bank

• Cetera Advisor Networks

• Charles Schwab

• CIT Bank

• Commonwealth Financial Services

• Community America Credit Union

• Contra Costa Federal Credit Union

• Edward Jones

• Exeter Trust Company

• Fidelity

• First Trust Company of Onaga

• Franklin Templeton

• FTJ Fundchoice, Interactive Brokers

• HSBC

• Invesco Investment Services

• Jackson

• Janus

• John Hancock Qualified Annuity

• Lincoln Financial

• Mass Mutual

• Michigan State University FCU

• Morgan Stanley

• Nationwide Financial

• Northcoast Asset Management

• Oppenheimer

• Options House

• OptionsXpress

• Pacific Life

• Penn Mutual

• Pentagon Federal Credit Union

• Publix Employees Federal Credit Union

• Quest IRA

• Raymond James

• RBC

• Self Directed IRA Services

• Sterne Agee

• SunTrust

• Thrivent Financial

• TradePMR

• Trust Company of America

• Virtus Investment Partners

• Voya

• Waddell & Reed

• Whitney Bank

• Woodbury Financial Services