OmniTrader Professional Forum - OmniTrader Pro General Discussion
Interactive Brokers / Gar wood

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Posts: 847

Joined: 2/18/2009

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Subject : Interactive Brokers / Gar wood
Posted : 7/12/2021 12:52 PM
Post #31529

I have a question that Interactive Brokers and Garwood has not been able to answer.
I have an IRA account set up with IB and linked to Garwood.

Im planning to roll over new 401k funds into that existing IRA account. The question is the roll over check must be done to interactive brokers or Garwood. My guess is Interactive Brokers

Has any one have already gone thru this process?

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Posts: 44

Joined: 6/3/2006
Location: Vienna, VA 22182

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Subject : RE: Interactive Brokers / Gar wood
Posted : 7/13/2021 1:35 AM
Post #31530 - In reply to #31529

I rolled IRA funds over into my Garwood/IBKR IRA account two years ago

1. Log into your IBKR backoffice
2. Choose "Deposits"
3. Choose "Mail a Check". Follow the instructions.

The check is indeed made out to "Interactive Brokers LLC"