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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.

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They were fast efficient and did what they said they would. Would recommend.

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Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.

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Madison Trust has been great to work with. They’ve been responsive, helpful and I can actually talk to a real person when I need to. So refreshing these days.

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