How do I transfer my IRA to OnPoint from another financial institution?

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If you already have an IRA with OnPoint, visit IRA Retirement Central and click on "Manage My Account" and complete the requested information.

If you do not currently have an IRA with OnPoint, visit IRA Retirement Central and click on "Open an IRA" and complete the requested information.

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The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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