How to do a Roth IRA conversion?

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.
This article is intended for educational purposes only. The information provided is educational in nature, and is not intended to be relied upon as financial or tax advice. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. When deciding whether to roll over a retirement account, you should carefully consider your personal situation and preferences. The information on this page is being provided for general informational purposes and is not intended to be an individualized recommendation that you take any particular action. Factors that you should consider in evaluating a potential rollover include: available investment options, fees and expenses, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to roll over, you should research the details of your current retirement account and consult tax and other advisors with any questions about your personal situation.