Why did my transfer get rejected?

Posted on: August 3, 2022

A transfer may be rejected for various reasons. Some common reasons for rejection include having to liquidate assets to free up cash to transfer or needing to provide a Medallion Signature Guarantee or an ink signature. You may have also entered an incorrect account number on the Transfer Authorization Form or have incompatible account types.

If you have any additional questions about your transfer rejection, please schedule a call with an IRA Account Specialist. Please also visit How To Transfer Funds to a Self Directed IRA: Step-by-Step Guide for tips to have a smooth and successful IRA transfer.