How long will it take for my SEP IRA to transfer to Betterment?

Rollovers typically take 2 to 3 weeks to complete. You can contact your existing institution to liquidate the funds before it rolls over to help move things along. You will receive a confirmation email from once the rollover has completed.

Get started today. There are no negative tax consequences for a direct transfer.

Betterment is not a tax advisor, nor should any information herein be considered tax advice. Please consult a qualified tax professional.