Crypto IRA Rollover Guide

In This Guide

How rollovers/transfers work, common mistakes, and a checklist to keep it clean.

Funding a crypto IRA usually happens via transfer (IRA-to-IRA) or rollover (often from a 401(k) or similar plan). The exact steps depend on the account types and custodians.

Common mistakes: missing paperwork, selecting the wrong transfer type, or misunderstanding timing. That’s why a checklist helps.

Use the open-account page to gather what you need before submitting forms.