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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. Find your Traditional IRA and click the 3 dots that appear off to the right.
  5. Choose the option that says “Convert IRA to Roth.”
  6. You’ll have the option to convert either a partial amount or the full amount.